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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 | $24,063 | $132,634-81.9% | $115,768-79.2% | $137,256-82.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.94% | 160.70%-141.8pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,576 | $3,360-23.3% | $2,940-12.4% | $4,156-38.0% |
| Participant deferral / active EE | $4,464 | $5,619-20.5% | $4,917-9.2% | $6,407-30.3% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |