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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 | $35,559 | $157,296-77.4% | $141,191-74.8% | $152,897-76.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 193.51% | 64.34%+129.2pp | 71.41%+122.1pp | 345.43%-151.9pp |
| Employer contribution / active EE | $10,494 | $5,262+99.4% | $4,736+121.6% | $4,764+120.3% |
| Participant deferral / active EE | $20,970 | $7,111+194.9% | $6,710+212.5% | $5,851+258.4% |
| Admin fee / account holder | $133 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |