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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 | $78,559 | $52,678+49.1% | $75,784+3.7% | $59,633+31.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 51.29% | 2.95%+48.3pp | 9.68%+41.6pp | 2041.45%-1990.2pp |
| Employer contribution / active EE | $3,232 | $2,193+47.4% | $3,323-2.7% | $2,203+46.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $164 | $3,610-95.4% | $5,300-96.9% | $4,297-96.2% |