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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 | $30,980 | $183,592-83.1% | $155,574-80.1% | $145,877-78.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.25% | 61.37%-50.1pp | 64.87%-53.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $4,702 | $5,317-11.6% | $4,676+0.6% | $4,663+0.8% |
| Participant deferral / active EE | $3,887 | $6,466-39.9% | $5,629-31.0% | $6,691-41.9% |
| Admin fee / account holder | $230 | $19,316-98.8% | $15,914-98.6% | $13,402-98.3% |