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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 | $41,389 | $109,359-62.2% | $162,177-74.5% | $72,975-43.3% |
| Participation rate | 79.2% | 84.3%-5.1pp | 87.6%-8.4pp | 69.5%+9.7pp |
| Annual return | 51.95% | 25.46%+26.5pp | 115.60%-63.7pp | 81.01%-29.1pp |
| Employer contribution / active EE | $1,705 | $3,907-56.4% | $5,613-69.6% | $2,440-30.1% |
| Participant deferral / active EE | $9,710 | $5,481+77.1% | $7,297+33.1% | $3,608+169.1% |
| Admin fee / account holder | $200 | $7,972-97.5% | $10,843-98.2% | $5,124-96.1% |