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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 | $46,653 | $202,460-77.0% | $169,385-72.5% | $139,456-66.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.01% | 532.07%-504.1pp | 405.82%-377.8pp | 373.45%-345.4pp |
| Employer contribution / active EE | $3,425 | $4,691-27.0% | $4,012-14.6% | $4,753-27.9% |
| Participant deferral / active EE | $10,000 | $6,938+44.1% | $6,221+60.8% | $6,711+49.0% |
| Admin fee / account holder | $130 | $10,719-98.8% | $9,011-98.6% | $11,407-98.9% |