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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 | $31,839 | $183,539-82.7% | $155,556-79.5% | $145,897-78.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.77% | 61.31%-41.5pp | 64.84%-45.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,900 | $5,315-64.3% | $4,675-59.4% | $4,663-59.3% |
| Participant deferral / active EE | $9,019 | $6,467+39.5% | $5,631+60.2% | $6,689+34.8% |
| Admin fee / account holder | $127 | $19,275-99.3% | $15,885-99.2% | $13,390-99.1% |