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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 | $34,782 | $125,237-72.2% | $105,608-67.1% | $145,877-76.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.94% | 225.76%-215.8pp | 116.50%-106.6pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,572 | $3,720-30.9% | $3,167-18.8% | $4,663-44.8% |
| Participant deferral / active EE | $5,424 | $5,711-5.0% | $5,010+8.3% | $6,691-18.9% |
| Admin fee / account holder | $293 | $17,287-98.3% | $11,028-97.3% | $13,402-97.8% |