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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 | $48,508 | $198,457-75.6% | $170,435-71.5% | $147,586-67.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.60% | 257.30%-236.7pp | 205.94%-185.3pp | 578.59%-558.0pp |
| Employer contribution / active EE | $2,540 | $6,183-58.9% | $5,432-53.2% | $4,876-47.9% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |