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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 | $31,679 | $202,342-84.3% | $172,753-81.7% | $152,909-79.3% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.8pp |
| Annual return | 22.24% | 1029.88%-1007.6pp | 803.00%-780.8pp | 345.46%-323.2pp |
| Employer contribution / active EE | $1,773 | $5,857-69.7% | $5,144-65.5% | $4,764-62.8% |
| Participant deferral / active EE | $2,994 | $5,948-49.7% | $5,198-42.4% | $5,851-48.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |