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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 | $57,601 | $135,956-57.6% | $123,894-53.5% | $273,972-79.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 239.28% | 56.63%+182.7pp | 47.52%+191.8pp | 41.46%+197.8pp |
| Employer contribution / active EE | $3,451 | $5,170-33.2% | $4,617-25.2% | $4,869-29.1% |
| Participant deferral / active EE | $15,499 | $6,343+144.4% | $5,984+159.0% | $5,287+193.1% |
| Admin fee / account holder | $71 | $9,817-99.3% | $8,357-99.2% | $10,133-99.3% |