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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 | $49,306 | $160,070-69.2% | $147,117-66.5% | $145,897-66.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.65% | 98.69%-86.0pp | 420.54%-407.9pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,790 | $5,285-28.3% | $4,932-23.2% | $4,663-18.7% |
| Participant deferral / active EE | $11,106 | $8,419+31.9% | $8,065+37.7% | $6,689+66.0% |
| Admin fee / account holder | $47 | $15,035-99.7% | $12,993-99.6% | $13,390-99.6% |