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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 | $17,047 | $96,678-82.4% | $86,640-80.3% | $139,466-87.8% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 25.26% | 106.69%-81.4pp | 592.52%-567.3pp | 373.66%-348.4pp |
| Employer contribution / active EE | $1,607 | $3,265-50.8% | $3,024-46.9% | $4,754-66.2% |
| Participant deferral / active EE | $3,070 | $4,837-36.5% | $4,438-30.8% | $6,712-54.3% |
| Admin fee / account holder | $60 | $6,410-99.1% | $5,616-98.9% | $11,409-99.5% |