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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 | $6,855 | $70,366-90.3% | $66,674-89.7% | $138,895-95.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.7%+3.2pp | 79.9%-3.0pp |
| Annual return | 95.83% | 386.41%-290.6pp | 321.24%-225.4pp | 145.39%-49.6pp |
| Employer contribution / active EE | $1,454 | $2,765-47.4% | $2,620-44.5% | $4,194-65.3% |
| Participant deferral / active EE | $1,595 | $4,374-63.5% | $4,084-60.9% | $6,396-75.1% |
| Admin fee / account holder | $226 | $5,262-95.7% | $5,098-95.6% | $12,562-98.2% |