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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 | $62,771 | $160,070-60.8% | $147,117-57.3% | $145,897-57.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 15.46% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $3,428 | $5,285-35.1% | $4,932-30.5% | $4,663-26.5% |
| Participant deferral / active EE | $11,054 | $8,419+31.3% | $8,065+37.1% | $6,689+65.2% |
| Admin fee / account holder | $85 | $15,035-99.4% | $12,993-99.3% | $13,390-99.4% |