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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 | $51,003 | $209,425-75.6% | $178,499-71.4% | $158,966-67.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.07% | 188.80%-173.7pp | 151.10%-136.0pp | 302.95%-287.9pp |
| Employer contribution / active EE | $2,609 | $5,707-54.3% | $5,011-47.9% | $4,762-45.2% |
| Participant deferral / active EE | $2,551 | $5,955-57.2% | $5,202-51.0% | $5,983-57.4% |
| Admin fee / account holder | $63 | $17,078-99.6% | $13,986-99.6% | $11,250-99.4% |