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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 | $31,815 | $69,248-54.1% | $64,101-50.4% | $139,466-77.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.56% | 45.95%-23.4pp | 33.72%-11.2pp | 373.66%-351.1pp |
| Employer contribution / active EE | $8,040 | $3,185+152.4% | $2,749+192.5% | $4,754+69.1% |
| Participant deferral / active EE | $1,169 | $4,682-75.0% | $3,881-69.9% | $6,712-82.6% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |