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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 | $49,147 | $81,696-39.8% | $70,494-30.3% | $158,982-69.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.17% | 208.70%-196.5pp | 109.16%-97.0pp | 302.99%-290.8pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,894 | $4,558+29.3% | $3,711+58.8% | $5,983-1.5% |
| Admin fee / account holder | $116 | $6,200-98.1% | $3,848-97.0% | $11,252-99.0% |