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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 | $31,841 | $100,911-68.4% | $90,440-64.8% | $158,966-80.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 15.53% | 1726.62%-1711.1pp | 1294.38%-1278.9pp | 302.95%-287.4pp |
| Employer contribution / active EE | $3,585 | $3,690-2.9% | $3,263+9.9% | $4,762-24.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $291 | $6,507-95.5% | $5,615-94.8% | $11,250-97.4% |