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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 | $49,308 | $68,398-27.9% | $94,664-47.9% | $75,173-34.4% |
| Participation rate | 96.8% | 76.1%+20.7pp | 80.8%+15.9pp | 67.2%+29.6pp |
| Annual return | 21.14% | 616.72%-595.6pp | 156.84%-135.7pp | 160.72%-139.6pp |
| Employer contribution / active EE | $5,386 | $2,701+99.4% | $3,673+46.6% | $2,671+101.7% |
| Participant deferral / active EE | $4,762 | $6,537-27.2% | $7,417-35.8% | $4,126+15.4% |
| Admin fee / account holder | $0 | $5,324-100.0% | $7,222-100.0% | $5,651-100.0% |