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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 | $33,839 | $53,128-36.3% | $86,582-60.9% | $70,126-51.7% |
| Participation rate | 89.7% | 65.3%+24.4pp | 73.5%+16.1pp | 69.5%+20.1pp |
| Annual return | 17.83% | 27.66%-9.8pp | 965.08%-947.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $5,629 | $2,068+172.2% | $2,839+98.2% | $2,343+140.3% |
| Participant deferral / active EE | $3,100 | $2,695+15.0% | $3,609-14.1% | $3,332-7.0% |
| Admin fee / account holder | $70 | $3,584-98.0% | $4,904-98.6% | $4,645-98.5% |