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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 | $25,275 | $167,522-84.9% | $151,639-83.3% | $134,532-81.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 85.70% | 7.81%+77.9pp | 3.34%+82.4pp | 418.27%-332.6pp |
| Employer contribution / active EE | $3,006 | $6,828-56.0% | $6,165-51.2% | $4,741-36.6% |
| Participant deferral / active EE | $6,195 | $8,986-31.1% | $8,363-25.9% | $6,401-3.2% |
| Admin fee / account holder | $63 | $13,780-99.5% | $11,613-99.5% | $11,429-99.5% |