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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 | $40,703 | $45,050-9.6% | $63,018-35.4% | $70,126-42.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 138.15% | 18.76%+119.4pp | 87.62%+50.5pp | 73.15%+65.0pp |
| Employer contribution / active EE | $2,530 | $2,052+23.3% | $2,761-8.3% | $2,343+8.0% |
| Participant deferral / active EE | $2,530 | $2,466+2.6% | $3,330-24.0% | $3,332-24.1% |
| Admin fee / account holder | $199 | $2,834-93.0% | $3,601-94.5% | $4,645-95.7% |