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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 | $45,034 | $106,003-57.5% | $92,236-51.2% | $147,585-69.5% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 21.71% | 50.05%-28.3pp | 176.29%-154.6pp | 578.57%-556.9pp |
| Employer contribution / active EE | $1,836 | $4,333-57.6% | $3,679-50.1% | $4,876-62.4% |
| Participant deferral / active EE | $3,812 | $4,478-14.9% | $3,897-2.2% | $5,439-29.9% |
| Admin fee / account holder | $188 | $6,333-97.0% | $5,194-96.4% | $10,885-98.3% |