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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 | $33,991 | $154,754-78.0% | $124,206-72.6% | $138,895-75.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 21.38% | 709.28%-687.9pp | 515.27%-493.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $2,958 | $4,446-33.5% | $3,540-16.4% | $4,194-29.5% |
| Participant deferral / active EE | $3,368 | $4,621-27.1% | $3,968-15.1% | $6,396-47.3% |
| Admin fee / account holder | $152 | $6,690-97.7% | $5,929-97.4% | $12,562-98.8% |