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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 | $10,873 | $96,678-88.8% | $86,640-87.5% | $139,466-92.2% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.9pp |
| Annual return | 25.06% | 106.69%-81.6pp | 592.52%-567.5pp | 373.66%-348.6pp |
| Employer contribution / active EE | $1,783 | $3,265-45.4% | $3,024-41.0% | $4,754-62.5% |
| Participant deferral / active EE | $3,974 | $4,837-17.8% | $4,438-10.5% | $6,712-40.8% |
| Admin fee / account holder | $160 | $6,410-97.5% | $5,616-97.1% | $11,409-98.6% |