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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 | $52,469 | $96,691-45.7% | $86,656-39.5% | $139,487-62.4% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 20.23% | 106.87%-86.6pp | 593.09%-572.9pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,031 | $3,267-68.4% | $3,025-65.9% | $4,755-78.3% |
| Participant deferral / active EE | $6,028 | $4,838+24.6% | $4,439+35.8% | $6,713-10.2% |
| Admin fee / account holder | $237 | $6,414-96.3% | $5,619-95.8% | $11,407-97.9% |