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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 | $42,787 | $202,326-78.9% | $172,745-75.2% | $152,870-72.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.93% | 1029.72%-1009.8pp | 802.90%-783.0pp | 345.34%-325.4pp |
| Employer contribution / active EE | $1,969 | $5,858-66.4% | $5,144-61.7% | $4,763-58.7% |
| Participant deferral / active EE | $2,589 | $5,948-56.5% | $5,197-50.2% | $5,850-55.8% |
| Admin fee / account holder | $41 | $17,110-99.8% | $13,954-99.7% | $11,597-99.6% |