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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 | $42,457 | $125,237-66.1% | $105,608-59.8% | $145,877-70.9% |
| Participation rate | 83.3% | 77.7%+5.7pp | 75.3%+8.0pp | 80.3%+3.0pp |
| Annual return | 21.02% | 225.76%-204.7pp | 116.50%-95.5pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,368 | $3,720-36.4% | $3,167-25.2% | $4,663-49.2% |
| Participant deferral / active EE | $3,607 | $5,711-36.8% | $5,010-28.0% | $6,691-46.1% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |