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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 | $71,813 | $32,117+123.6% | $71,089+1.0% | $64,173+11.9% |
| Participation rate | 92.6% | 42.7%+49.9pp | 54.6%+37.9pp | 69.6%+23.0pp |
| Annual return | 25.79% | -5.57%+31.4pp | 650.65%-624.9pp | 7.63%+18.2pp |
| Employer contribution / active EE | $893 | $712+25.4% | $1,088-17.9% | $2,381-62.5% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,873-100.0% | $3,470-100.0% |
| Admin fee / account holder | $34 | $2,759-98.8% | $3,082-98.9% | $4,887-99.3% |