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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 | $61,025 | $198,457-69.3% | $170,435-64.2% | $147,586-58.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.36% | 257.30%-234.9pp | 205.94%-183.6pp | 578.59%-556.2pp |
| Employer contribution / active EE | $1,722 | $6,183-72.2% | $5,432-68.3% | $4,876-64.7% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.5% |
| Admin fee / account holder | $60 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |