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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 | $60,291 | $102,547-41.2% | $78,210-22.9% | $147,586-59.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.51% | 51.08%-34.6pp | 40.90%-24.4pp | 578.59%-562.1pp |
| Employer contribution / active EE | $1,538 | $2,617-41.2% | $2,034-24.3% | $4,876-68.5% |
| Participant deferral / active EE | $2,029 | $3,481-41.7% | $2,823-28.1% | $5,439-62.7% |
| Admin fee / account holder | $239 | $5,059-95.3% | $3,758-93.6% | $10,886-97.8% |