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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 | $33,407 | $60,119-44.4% | $90,430-63.1% | $79,858-58.2% |
| Participation rate | 93.5% | 65.0%+28.6pp | 72.7%+20.9pp | 69.6%+23.9pp |
| Annual return | 21.18% | 71.94%-50.8pp | 1293.73%-1272.5pp | 31.72%-10.5pp |
| Employer contribution / active EE | $2,176 | $2,068+5.3% | $3,262-33.3% | $2,471-11.9% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $182 | $3,976-95.4% | $5,613-96.8% | $5,306-96.6% |