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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 | $34,705 | $217,432-84.0% | $185,849-81.3% | $167,536-79.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 28.62% | 148.42%-119.8pp | 122.10%-93.5pp | 478.82%-450.2pp |
| Employer contribution / active EE | $1,961 | $5,875-66.6% | $5,169-62.1% | $4,839-59.5% |
| Participant deferral / active EE | $6,136 | $6,357-3.5% | $5,569+10.2% | $6,342-3.3% |
| Admin fee / account holder | $242 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |