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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 | $53,178 | $102,663-48.2% | $86,216-38.3% | $139,466-61.9% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 10.25% | 1924.52%-1914.3pp | 1169.42%-1159.2pp | 373.66%-363.4pp |
| Employer contribution / active EE | $1,040 | $3,035-65.7% | $2,382-56.3% | $4,754-78.1% |
| Participant deferral / active EE | $2,178 | $4,677-53.4% | $3,986-45.4% | $6,712-67.5% |
| Admin fee / account holder | $143 | $8,663-98.4% | $6,853-97.9% | $11,409-98.8% |