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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 | $57,302 | $160,040-64.2% | $147,096-61.0% | $145,877-60.7% |
| Participation rate | 81.3% | 84.0%-2.8pp | 82.2%-0.9pp | 80.3%+0.9pp |
| Annual return | 12.16% | 98.49%-86.3pp | 419.75%-407.6pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,445 | $5,289-72.7% | $4,936-70.7% | $4,663-69.0% |
| Participant deferral / active EE | $5,557 | $8,429-34.1% | $8,071-31.1% | $6,691-16.9% |
| Admin fee / account holder | $12 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |