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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 | $28,213 | $107,363-73.7% | $92,909-69.6% | $152,897-81.5% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 22.89% | 145.63%-122.7pp | 109.44%-86.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $2,897 | $4,222-31.4% | $3,653-20.7% | $4,764-39.2% |
| Participant deferral / active EE | $6,426 | $4,848+32.6% | $4,238+51.6% | $5,851+9.8% |
| Admin fee / account holder | $18 | $7,082-99.8% | $5,795-99.7% | $11,599-99.8% |