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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 | $40,291 | $70,366-42.7% | $66,674-39.6% | $138,895-71.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.88% | 386.41%-369.5pp | 321.24%-304.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,940 | $2,765-29.9% | $2,620-26.0% | $4,194-53.8% |
| Participant deferral / active EE | $4,465 | $4,374+2.1% | $4,084+9.3% | $6,396-30.2% |
| Admin fee / account holder | $185 | $5,262-96.5% | $5,098-96.4% | $12,562-98.5% |