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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 | $35,625 | $84,713-57.9% | $75,717-52.9% | $167,518-78.7% |
| Participation rate | 78.3% | 77.8%+0.4pp | 74.8%+3.4pp | 82.1%-3.8pp |
| Annual return | 15.87% | 199.49%-183.6pp | 104.58%-88.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,456 | $4,578-68.2% | $3,821-61.9% | $6,342-77.0% |
| Admin fee / account holder | $277 | $5,357-94.8% | $3,619-92.3% | $12,312-97.7% |