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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 | $31,906 | $49,199-35.1% | $121,204-73.7% | $75,173-57.6% |
| Participation rate | 83.8% | 55.4%+28.4pp | 69.5%+14.3pp | 67.2%+16.6pp |
| Annual return | 21.10% | 56.04%-34.9pp | 987.18%-966.1pp | 160.72%-139.6pp |
| Employer contribution / active EE | $1,570 | $1,547+1.5% | $4,170-62.3% | $2,671-41.2% |
| Participant deferral / active EE | $2,320 | $2,630-11.8% | $4,083-43.2% | $4,126-43.8% |
| Admin fee / account holder | $18 | $3,946-99.5% | $5,651-99.7% | $5,651-99.7% |