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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 | $33,287 | $166,268-80.0% | $165,100-79.8% | $145,897-77.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.35% | 100.52%-84.2pp | 70.21%-53.9pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,005 | $5,284-62.1% | $4,348-53.9% | $4,663-57.0% |
| Participant deferral / active EE | $6,834 | $6,964-1.9% | $6,035+13.2% | $6,689+2.2% |
| Admin fee / account holder | $20 | $16,659-99.9% | $12,696-99.8% | $13,390-99.9% |