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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 | $63,662 | $175,231-63.7% | $149,696-57.5% | $139,466-54.4% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 22.25% | 166.77%-144.5pp | 134.46%-112.2pp | 373.66%-351.4pp |
| Employer contribution / active EE | $3,232 | $5,478-41.0% | $4,821-33.0% | $4,754-32.0% |
| Participant deferral / active EE | $4,090 | $6,521-37.3% | $5,682-28.0% | $6,712-39.1% |
| Admin fee / account holder | $2 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |