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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 | $8,666 | $29,319-70.4% | $52,425-83.5% | $82,448-89.5% |
| Participation rate | 71.0% | 46.9%+24.1pp | 55.6%+15.3pp | 68.1%+2.9pp |
| Annual return | 20.94% | 535.20%-514.3pp | 302.12%-281.2pp | 41.64%-20.7pp |
| Employer contribution / active EE | $589 | $586+0.5% | $914-35.5% | $2,551-76.9% |
| Participant deferral / active EE | $814 | $1,171-30.5% | $1,790-54.5% | $4,139-80.3% |
| Admin fee / account holder | $298 | $1,962-84.8% | $2,495-88.0% | $7,234-95.9% |