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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 | $43,390 | $183,592-76.4% | $155,574-72.1% | $145,877-70.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.46% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,443 | $5,317-35.3% | $4,676-26.4% | $4,663-26.2% |
| Participant deferral / active EE | $7,541 | $6,466+16.6% | $5,629+34.0% | $6,691+12.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |