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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 | $59,218 | $96,630-38.7% | $86,605-31.6% | $139,427-57.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.90% | 106.48%-85.6pp | 591.39%-570.5pp | 373.27%-352.4pp |
| Employer contribution / active EE | $1,899 | $3,264-41.8% | $3,023-37.2% | $4,752-60.0% |
| Participant deferral / active EE | $15,570 | $4,836+222.0% | $4,438+250.9% | $6,711+132.0% |
| Admin fee / account holder | $60 | $6,405-99.1% | $5,611-98.9% | $11,404-99.5% |