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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 | $36,044 | $114,093-68.4% | $96,171-62.5% | $167,536-78.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 13.39% | 190.00%-176.6pp | 192.04%-178.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,967 | $3,429-42.6% | $2,799-29.7% | $4,839-59.3% |
| Participant deferral / active EE | $2,378 | $5,197-54.2% | $4,350-45.3% | $6,342-62.5% |
| Admin fee / account holder | $20 | $6,899-99.7% | $5,538-99.6% | $12,315-99.8% |