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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 | $21,181 | $111,535-81.0% | $105,223-79.9% | $137,256-84.6% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 21.74% | 237.85%-216.1pp | 180.65%-158.9pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,548 | $5,500-35.5% | $5,072-30.0% | $6,407-44.6% |
| Admin fee / account holder | $239 | $9,721-97.5% | $8,859-97.3% | $12,270-98.1% |