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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 | $15,514 | $72,071-78.5% | $68,368-77.3% | $137,256-88.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 22.79% | 353.14%-330.4pp | 292.57%-269.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,717 | $4,410+75.0% | $4,123+87.2% | $6,407+20.5% |
| Admin fee / account holder | $83 | $5,336-98.5% | $5,150-98.4% | $12,270-99.3% |