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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 | $42,551 | $103,038-58.7% | $90,324-52.9% | $152,909-72.2% |
| Participation rate | 78.6% | 75.9%+2.7pp | 73.3%+5.3pp | 82.5%-3.9pp |
| Annual return | 19.25% | 95.25%-76.0pp | 78.15%-58.9pp | 345.46%-326.2pp |
| Employer contribution / active EE | $7,032 | $3,141+123.9% | $2,856+146.2% | $4,764+47.6% |
| Participant deferral / active EE | $4,915 | $4,282+14.8% | $3,885+26.5% | $5,851-16.0% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |