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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 | $19,825 | $112,933-82.4% | $90,970-78.2% | $158,982-87.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 38.30% | 215.82%-177.5pp | 134.60%-96.3pp | 302.99%-264.7pp |
| Employer contribution / active EE | $3,522 | $2,893+21.7% | $2,122+66.0% | $4,763-26.0% |
| Participant deferral / active EE | $4,799 | $4,128+16.2% | $3,373+42.3% | $5,983-19.8% |
| Admin fee / account holder | $108 | $8,047-98.7% | $5,961-98.2% | $11,252-99.0% |