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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 | $21,596 | $106,003-79.6% | $92,236-76.6% | $147,585-85.4% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 14.47% | 50.05%-35.6pp | 176.29%-161.8pp | 578.57%-564.1pp |
| Employer contribution / active EE | $1,308 | $4,333-69.8% | $3,679-64.4% | $4,876-73.2% |
| Participant deferral / active EE | $3,052 | $4,478-31.9% | $3,897-21.7% | $5,439-43.9% |
| Admin fee / account holder | $200 | $6,333-96.8% | $5,194-96.1% | $10,885-98.2% |