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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 | $35,048 | $100,895-65.3% | $90,430-61.2% | $158,950-78.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.64% | 1725.54%-1705.9pp | 1293.73%-1274.1pp | 302.91%-283.3pp |
| Employer contribution / active EE | $2,246 | $3,689-39.1% | $3,262-31.1% | $4,762-52.8% |
| Participant deferral / active EE | $4,416 | $4,347+1.6% | $3,963+11.4% | $5,983-26.2% |
| Admin fee / account holder | $128 | $6,505-98.0% | $5,613-97.7% | $11,248-98.9% |