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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 | $47,449 | $112,131-57.7% | $95,964-50.6% | $158,982-70.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 23.73% | 171.19%-147.5pp | 91.64%-67.9pp | 302.99%-279.3pp |
| Employer contribution / active EE | $3,657 | $3,199+14.3% | $2,541+43.9% | $4,763-23.2% |
| Participant deferral / active EE | $7,675 | $4,784+60.4% | $4,167+84.2% | $5,983+28.3% |
| Admin fee / account holder | $6 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |