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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 | $34,795 | $107,363-67.6% | $92,909-62.5% | $152,897-77.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 25.44% | 145.63%-120.2pp | 109.44%-84.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $1,896 | $4,222-55.1% | $3,653-48.1% | $4,764-60.2% |
| Participant deferral / active EE | $3,716 | $4,848-23.3% | $4,238-12.3% | $5,851-36.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |