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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 | $64,632 | $105,145-38.5% | $94,664-31.7% | $139,466-53.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 14.91% | 38.09%-23.2pp | 156.84%-141.9pp | 373.66%-358.8pp |
| Employer contribution / active EE | $2,914 | $4,107-29.1% | $3,673-20.7% | $4,754-38.7% |
| Participant deferral / active EE | $6,539 | $7,599-13.9% | $7,417-11.8% | $6,712-2.6% |
| Admin fee / account holder | $9 | $8,972-99.9% | $7,222-99.9% | $11,409-99.9% |