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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 | $27,858 | $107,363-74.1% | $92,909-70.0% | $152,897-81.8% |
| Participation rate | 86.7% | 79.8%+6.9pp | 76.0%+10.7pp | 82.5%+4.2pp |
| Annual return | 27.65% | 145.63%-118.0pp | 109.44%-81.8pp | 345.43%-317.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,225 | $4,848-54.1% | $4,238-47.5% | $5,851-62.0% |
| Admin fee / account holder | $167 | $7,082-97.6% | $5,795-97.1% | $11,599-98.6% |