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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 | $52,726 | $166,242-68.3% | $165,071-68.1% | $145,884-63.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.44%-89.3pp | 70.17%-59.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,330 | $5,283-74.8% | $4,347-69.4% | $4,662-71.5% |
| Participant deferral / active EE | $5,816 | $6,964-16.5% | $6,035-3.6% | $6,690-13.1% |
| Admin fee / account holder | $221 | $16,658-98.7% | $12,695-98.3% | $13,392-98.3% |