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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 | $72,268 | $166,020-56.5% | $164,866-56.2% | $145,959-50.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.89% | 100.08%-76.2pp | 69.97%-46.1pp | 561.95%-538.1pp |
| Employer contribution / active EE | $2,933 | $5,275-44.4% | $4,343-32.5% | $4,661-37.1% |
| Participant deferral / active EE | $15,574 | $6,961+123.7% | $6,033+158.1% | $6,689+132.8% |
| Admin fee / account holder | $214 | $16,644-98.7% | $12,689-98.3% | $13,398-98.4% |