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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 | $46,413 | $107,341-56.8% | $92,897-50.0% | $152,870-69.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 35.21% | 145.59%-110.4pp | 109.42%-74.2pp | 345.34%-310.1pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,231 | $4,847-33.4% | $4,238-23.8% | $5,850-44.8% |
| Admin fee / account holder | $181 | $7,080-97.4% | $5,794-96.9% | $11,597-98.4% |