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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 | $62,289 | $106,008-41.2% | $92,240-32.5% | $147,586-57.8% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 21.97% | 50.05%-28.1pp | 176.29%-154.3pp | 578.59%-556.6pp |
| Employer contribution / active EE | $2,628 | $4,333-39.3% | $3,680-28.6% | $4,876-46.1% |
| Participant deferral / active EE | $8,128 | $4,478+81.5% | $3,897+108.6% | $5,439+49.4% |
| Admin fee / account holder | $81 | $6,333-98.7% | $5,194-98.4% | $10,886-99.3% |