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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 | $56,390 | $227,633-75.2% | $189,597-70.3% | $167,553-66.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.19% | 78.45%-58.3pp | 64.20%-44.0pp | 478.89%-458.7pp |
| Employer contribution / active EE | $2,163 | $5,317-59.3% | $4,412-51.0% | $4,840-55.3% |
| Participant deferral / active EE | $5,890 | $7,003-15.9% | $6,174-4.6% | $6,343-7.1% |
| Admin fee / account holder | $51 | $11,879-99.6% | $9,807-99.5% | $12,316-99.6% |