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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 | $45,963 | $202,342-77.3% | $172,753-73.4% | $152,909-69.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 28.01% | 1029.88%-1001.9pp | 803.00%-775.0pp | 345.46%-317.5pp |
| Employer contribution / active EE | $2,042 | $5,857-65.1% | $5,144-60.3% | $4,764-57.1% |
| Participant deferral / active EE | $6,856 | $5,948+15.3% | $5,198+31.9% | $5,851+17.2% |
| Admin fee / account holder | $250 | $17,112-98.5% | $13,956-98.2% | $11,601-97.8% |