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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 | $27,907 | $217,432-87.2% | $185,849-85.0% | $167,536-83.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.09% | 148.42%-133.3pp | 122.10%-107.0pp | 478.82%-463.7pp |
| Employer contribution / active EE | $4,422 | $5,875-24.7% | $5,169-14.5% | $4,839-8.6% |
| Participant deferral / active EE | $6,134 | $6,357-3.5% | $5,569+10.2% | $6,342-3.3% |
| Admin fee / account holder | $182 | $19,818-99.1% | $16,244-98.9% | $12,315-98.5% |