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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 | $43,663 | $209,422-79.2% | $178,503-75.5% | $158,982-72.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 345.34% | 188.81%+156.5pp | 151.12%+194.2pp | 302.99%+42.3pp |
| Employer contribution / active EE | $3,353 | $5,707-41.2% | $5,011-33.1% | $4,763-29.6% |
| Participant deferral / active EE | $7,505 | $5,955+26.0% | $5,202+44.3% | $5,983+25.4% |
| Admin fee / account holder | $138 | $17,079-99.2% | $13,987-99.0% | $11,252-98.8% |