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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 | $29,683 | $72,071-58.8% | $68,368-56.6% | $137,256-78.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 20.37% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,850 | $2,788-33.7% | $2,649-30.2% | $4,156-55.5% |
| Participant deferral / active EE | $5,862 | $4,410+32.9% | $4,123+42.2% | $6,407-8.5% |
| Admin fee / account holder | $103 | $5,336-98.1% | $5,150-98.0% | $12,270-99.2% |