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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 | $33,411 | $176,105-81.0% | $159,474-79.0% | $167,536-80.1% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 66.27% | 331.91%-265.6pp | 263.68%-197.4pp | 478.82%-412.5pp |
| Employer contribution / active EE | $2,884 | $5,299-45.6% | $4,831-40.3% | $4,839-40.4% |
| Participant deferral / active EE | $13,108 | $7,751+69.1% | $7,353+78.3% | $6,342+106.7% |
| Admin fee / account holder | $63 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |