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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 | $46,802 | $107,353-56.4% | $92,903-49.6% | $152,885-69.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.75% | 145.62%-118.9pp | 109.43%-82.7pp | 345.39%-318.6pp |
| Employer contribution / active EE | $2,034 | $4,222-51.8% | $3,653-44.3% | $4,763-57.3% |
| Participant deferral / active EE | $5,995 | $4,848+23.7% | $4,238+41.5% | $5,851+2.5% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |