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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 | $55,315 | $183,968-69.9% | $162,166-65.9% | $152,870-63.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.06% | 150.77%-129.7pp | 115.59%-94.5pp | 345.34%-324.3pp |
| Employer contribution / active EE | $1,547 | $6,371-75.7% | $5,614-72.4% | $4,763-67.5% |
| Participant deferral / active EE | $9,124 | $8,034+13.6% | $7,298+25.0% | $5,850+56.0% |
| Admin fee / account holder | $28 | $13,121-99.8% | $10,842-99.7% | $11,597-99.8% |