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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 | $34,204 | $111,785-69.4% | $93,669-63.5% | $145,877-76.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.23% | 203.79%-182.6pp | 133.59%-112.4pp | 551.28%-530.1pp |
| Employer contribution / active EE | $2,660 | $3,096-14.1% | $2,424+9.8% | $4,663-43.0% |
| Participant deferral / active EE | $5,975 | $4,919+21.5% | $4,416+35.3% | $6,691-10.7% |
| Admin fee / account holder | $18 | $10,256-99.8% | $8,291-99.8% | $13,402-99.9% |