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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 | $38,416 | $183,988-79.1% | $162,177-76.3% | $152,897-74.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.69% | 150.79%-124.1pp | 115.60%-88.9pp | 345.43%-318.7pp |
| Employer contribution / active EE | $1,822 | $6,370-71.4% | $5,613-67.5% | $4,764-61.8% |
| Participant deferral / active EE | $3,444 | $8,032-57.1% | $7,297-52.8% | $5,851-41.1% |
| Admin fee / account holder | $17 | $13,123-99.9% | $10,843-99.8% | $11,599-99.9% |