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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 | $56,544 | $155,811-63.7% | $124,683-54.6% | $167,497-66.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.31% | 17.97%-0.7pp | 5143.56%-5126.3pp | 478.62%-461.3pp |
| Employer contribution / active EE | $2,062 | $4,164-50.5% | $3,324-38.0% | $4,838-57.4% |
| Participant deferral / active EE | $3,674 | $5,674-35.2% | $4,615-20.4% | $6,341-42.1% |
| Admin fee / account holder | $24 | $9,532-99.8% | $7,493-99.7% | $12,310-99.8% |