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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 | $20,881 | $67,823-69.2% | $52,425-60.2% | $137,256-84.8% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 20.55% | 219.11%-198.6pp | 302.12%-281.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,048 | $1,163+76.1% | $914+124.1% | $4,156-50.7% |
| Participant deferral / active EE | $2,735 | $2,288+19.5% | $1,790+52.8% | $6,407-57.3% |
| Admin fee / account holder | $237 | $2,844-91.7% | $2,495-90.5% | $12,270-98.1% |