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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 | $28,357 | $70,366-59.7% | $66,674-57.5% | $138,895-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 25.80% | 386.41%-360.6pp | 321.24%-295.4pp | 145.39%-119.6pp |
| Employer contribution / active EE | $2,885 | $2,765+4.3% | $2,620+10.1% | $4,194-31.2% |
| Participant deferral / active EE | $5,449 | $4,374+24.6% | $4,084+33.4% | $6,396-14.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |