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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 | $39,320 | $88,778-55.7% | $81,844-52.0% | $145,884-73.0% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 22.14% | 1033.03%-1010.9pp | 778.87%-756.7pp | 551.85%-529.7pp |
| Employer contribution / active EE | $3,541 | $3,087+14.7% | $2,916+21.4% | $4,662-24.1% |
| Participant deferral / active EE | $3,806 | $4,648-18.1% | $4,323-12.0% | $6,690-43.1% |
| Admin fee / account holder | $295 | $8,430-96.5% | $7,355-96.0% | $13,392-97.8% |