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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 | $93,449 | $185,312-49.6% | $161,489-42.1% | $154,746-39.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 310.39% | 103.84%+206.5pp | 89.72%+220.7pp | 172.34%+138.0pp |
| Employer contribution / active EE | $1,411 | $4,769-70.4% | $4,268-66.9% | $4,379-67.8% |
| Participant deferral / active EE | $9,773 | $6,350+53.9% | $5,630+73.6% | $6,730+45.2% |
| Admin fee / account holder | $101 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |