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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 | $37,540 | $129,737-71.1% | $119,126-68.5% | $154,746-75.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.36% | 379.08%-357.7pp | 282.11%-260.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,630 | $4,375-62.8% | $4,034-59.6% | $4,379-62.8% |
| Participant deferral / active EE | $6,483 | $5,842+11.0% | $5,318+21.9% | $6,730-3.7% |
| Admin fee / account holder | $137 | $11,961-98.9% | $10,693-98.7% | $14,365-99.0% |