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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 | $5,521 | $27,943-80.2% | $58,507-90.6% | $75,177-92.7% |
| Participation rate | 73.0% | 38.8%+34.1pp | 50.9%+22.1pp | 67.2%+5.8pp |
| Annual return | 23.67% | 44.22%-20.6pp | 4252.32%-4228.7pp | 160.75%-137.1pp |
| Employer contribution / active EE | $497 | $670-25.8% | $1,053-52.8% | $2,671-81.4% |
| Participant deferral / active EE | $1,649 | $1,202+37.2% | $1,922-14.2% | $4,126-60.0% |
| Admin fee / account holder | $90 | $1,727-94.8% | $2,486-96.4% | $5,651-98.4% |