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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 | $39,656 | $175,257-77.4% | $149,717-73.5% | $139,456-71.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 37.08% | 166.70%-129.6pp | 134.41%-97.3pp | 373.45%-336.4pp |
| Employer contribution / active EE | $3,024 | $5,477-44.8% | $4,820-37.3% | $4,753-36.4% |
| Participant deferral / active EE | $20,160 | $6,521+209.2% | $5,682+254.8% | $6,711+200.4% |
| Admin fee / account holder | $107 | $16,156-99.3% | $13,213-99.2% | $11,407-99.1% |