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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 | $55,755 | $103,008-45.9% | $90,304-38.3% | $152,897-63.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.05% | 95.22%-73.2pp | 78.13%-56.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,935 | $3,139-38.4% | $2,855-32.2% | $4,764-59.4% |
| Participant deferral / active EE | $6,736 | $4,281+57.3% | $3,885+73.4% | $5,851+15.1% |
| Admin fee / account holder | $166 | $6,175-97.3% | $5,354-96.9% | $11,599-98.6% |