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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 | $26,958 | $96,643-72.1% | $86,617-68.9% | $139,456-80.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 21.40% | 106.57%-85.2pp | 591.91%-570.5pp | 373.45%-352.0pp |
| Employer contribution / active EE | $1,664 | $3,264-49.0% | $3,023-45.0% | $4,753-65.0% |
| Participant deferral / active EE | $7,191 | $4,835+48.7% | $4,437+62.1% | $6,711+7.1% |
| Admin fee / account holder | $32 | $6,406-99.5% | $5,613-99.4% | $11,407-99.7% |