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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 | $24,783 | $105,158-76.4% | $94,672-73.8% | $139,487-82.2% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 491.17% | 38.11%+453.1pp | 156.89%+334.3pp | 373.84%+117.3pp |
| Employer contribution / active EE | $3,412 | $4,107-16.9% | $3,673-7.1% | $4,755-28.2% |
| Participant deferral / active EE | $6,152 | $7,599-19.0% | $7,417-17.1% | $6,713-8.3% |
| Admin fee / account holder | $300 | $8,972-96.7% | $7,222-95.8% | $11,407-97.4% |