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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 | $37,021 | $96,691-61.7% | $86,656-57.3% | $139,487-73.5% |
| Participation rate | 77.3% | 74.4%+2.9pp | 71.7%+5.6pp | 80.3%-3.1pp |
| Annual return | 17.58% | 106.87%-89.3pp | 593.09%-575.5pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,058 | $3,267-67.6% | $3,025-65.0% | $4,755-77.7% |
| Participant deferral / active EE | $4,601 | $4,838-4.9% | $4,439+3.6% | $6,713-31.5% |
| Admin fee / account holder | $132 | $6,414-97.9% | $5,619-97.6% | $11,407-98.8% |