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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 | $37,281 | $166,268-77.6% | $165,100-77.4% | $145,897-74.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 31.22% | 100.52%-69.3pp | 70.21%-39.0pp | 552.29%-521.1pp |
| Employer contribution / active EE | $4,425 | $5,284-16.3% | $4,348+1.8% | $4,663-5.1% |
| Participant deferral / active EE | $9,741 | $6,964+39.9% | $6,035+61.4% | $6,689+45.6% |
| Admin fee / account holder | $52 | $16,659-99.7% | $12,696-99.6% | $13,390-99.6% |