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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 | $48,442 | $114,073-57.5% | $96,161-49.6% | $167,518-71.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.11% | 189.95%-174.8pp | 192.01%-176.9pp | 478.71%-463.6pp |
| Employer contribution / active EE | $3,007 | $3,428-12.3% | $2,798+7.5% | $4,838-37.8% |
| Participant deferral / active EE | $5,311 | $5,195+2.2% | $4,349+22.1% | $6,342-16.3% |
| Admin fee / account holder | $235 | $6,899-96.6% | $5,538-95.8% | $12,312-98.1% |