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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 | $38,163 | $132,634-71.2% | $115,768-67.0% | $137,256-72.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.96% | 160.70%-141.7pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,482 | $3,360-26.1% | $2,940-15.6% | $4,156-40.3% |
| Participant deferral / active EE | $7,438 | $5,619+32.4% | $4,917+51.3% | $6,407+16.1% |
| Admin fee / account holder | $238 | $15,028-98.4% | $12,439-98.1% | $12,270-98.1% |