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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 | $166,131-80.0% | $164,975-79.8% | $145,877-77.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.35% | 100.37%-84.0pp | 70.12%-53.8pp | 551.28%-534.9pp |
| Employer contribution / active EE | $2,005 | $5,276-62.0% | $4,343-53.8% | $4,663-57.0% |
| Participant deferral / active EE | $6,834 | $6,962-1.8% | $6,033+13.3% | $6,691+2.1% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,688-99.8% | $13,402-99.9% |