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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 | $31,555 | $89,370-64.7% | $141,197-77.7% | $72,976-56.8% |
| Participation rate | 70.3% | 75.1%-4.9pp | 82.5%-12.2pp | 69.5%+0.8pp |
| Annual return | 57.29% | 111.88%-54.6pp | 71.41%-14.1pp | 81.02%-23.7pp |
| Employer contribution / active EE | $1,772 | $3,115-43.1% | $4,736-62.6% | $2,440-27.4% |
| Participant deferral / active EE | $3,068 | $5,419-43.4% | $6,710-54.3% | $3,608-15.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |