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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 | $62,850 | $166,268-62.2% | $165,100-61.9% | $145,897-56.9% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 33.73% | 100.52%-66.8pp | 70.21%-36.5pp | 552.29%-518.6pp |
| Employer contribution / active EE | $2,094 | $5,284-60.4% | $4,348-51.8% | $4,663-55.1% |
| Participant deferral / active EE | $10,719 | $6,964+53.9% | $6,035+77.6% | $6,689+60.2% |
| Admin fee / account holder | $50 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |