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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 | $17,893 | $69,248-74.2% | $64,101-72.1% | $139,466-87.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.44% | 45.95%-18.5pp | 33.72%-6.3pp | 373.66%-346.2pp |
| Employer contribution / active EE | $3,100 | $3,185-2.7% | $2,749+12.8% | $4,754-34.8% |
| Participant deferral / active EE | $5,918 | $4,682+26.4% | $3,881+52.5% | $6,712-11.8% |
| Admin fee / account holder | $58 | $4,247-98.6% | $3,070-98.1% | $11,409-99.5% |