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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 | $35,026 | $165,381-78.8% | $149,730-76.6% | $158,966-78.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 44.19% | 348.29%-304.1pp | 276.70%-232.5pp | 302.95%-258.8pp |
| Employer contribution / active EE | $3,380 | $5,104-33.8% | $4,645-27.2% | $4,762-29.0% |
| Participant deferral / active EE | $8,958 | $7,182+24.7% | $6,843+30.9% | $5,983+49.7% |
| Admin fee / account holder | $192 | $10,809-98.2% | $9,310-97.9% | $11,250-98.3% |