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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 | $32,863 | $99,079-66.8% | $78,002-57.9% | $273,972-88.0% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.5%+7.8pp | 83.0%+0.3pp |
| Annual return | 7.24% | 217.93%-210.7pp | 425.99%-418.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,336 | $3,308-59.6% | $2,470-45.9% | $4,869-72.6% |
| Participant deferral / active EE | $2,630 | $4,306-38.9% | $3,497-24.8% | $5,287-50.3% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |