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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 | $48,255 | $100,073-51.8% | $85,126-43.3% | $145,877-66.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 29.30% | 84.11%-54.8pp | 66.63%-37.3pp | 551.28%-522.0pp |
| Employer contribution / active EE | $10,839 | $3,236+234.9% | $2,731+296.8% | $4,663+132.4% |
| Participant deferral / active EE | $3,850 | $5,294-27.3% | $4,523-14.9% | $6,691-42.5% |
| Admin fee / account holder | $164 | $7,261-97.7% | $6,160-97.3% | $13,402-98.8% |