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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 | $52,337 | $165,399-68.4% | $149,745-65.0% | $158,982-67.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.06% | 348.34%-326.3pp | 276.72%-254.7pp | 302.99%-280.9pp |
| Employer contribution / active EE | $2,223 | $5,105-56.5% | $4,646-52.2% | $4,763-53.3% |
| Participant deferral / active EE | $6,975 | $7,183-2.9% | $6,843+1.9% | $5,983+16.6% |
| Admin fee / account holder | $290 | $10,811-97.3% | $9,312-96.9% | $11,252-97.4% |