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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 | $27,766 | $175,231-84.2% | $149,696-81.5% | $139,466-80.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.81% | 166.77%-142.0pp | 134.46%-109.6pp | 373.66%-348.9pp |
| Employer contribution / active EE | $3,758 | $5,478-31.4% | $4,821-22.0% | $4,754-21.0% |
| Participant deferral / active EE | $6,627 | $6,521+1.6% | $5,682+16.6% | $6,712-1.3% |
| Admin fee / account holder | $288 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |