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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 | $17,762 | $100,073-82.3% | $85,126-79.1% | $145,877-87.8% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 13.93% | 84.11%-70.2pp | 66.63%-52.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $2,667 | $3,236-17.6% | $2,731-2.3% | $4,663-42.8% |
| Participant deferral / active EE | $3,310 | $5,294-37.5% | $4,523-26.8% | $6,691-50.5% |
| Admin fee / account holder | $91 | $7,261-98.7% | $6,160-98.5% | $13,402-99.3% |