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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 | $42,135 | $176,077-76.1% | $159,455-73.6% | $167,518-74.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 30.94% | 331.83%-300.9pp | 263.63%-232.7pp | 478.71%-447.8pp |
| Employer contribution / active EE | $3,258 | $5,298-38.5% | $4,830-32.6% | $4,838-32.7% |
| Participant deferral / active EE | $9,598 | $7,751+23.8% | $7,353+30.5% | $6,342+51.3% |
| Admin fee / account holder | $253 | $12,556-98.0% | $10,800-97.7% | $12,312-97.9% |