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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,225 | $100,139-84.8% | $85,187-82.1% | $145,884-89.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.24% | 84.15%-68.9pp | 66.67%-51.4pp | 551.85%-536.6pp |
| Employer contribution / active EE | $3,740 | $3,238+15.5% | $2,732+36.9% | $4,662-19.8% |
| Participant deferral / active EE | $3,858 | $5,296-27.1% | $4,525-14.7% | $6,690-42.3% |
| Admin fee / account holder | $123 | $7,262-98.3% | $6,162-98.0% | $13,392-99.1% |