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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 | $29,710 | $160,040-81.4% | $147,096-79.8% | $145,877-79.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.14% | 98.49%-83.4pp | 419.75%-404.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,683 | $5,289-49.3% | $4,936-45.7% | $4,663-42.5% |
| Participant deferral / active EE | $3,766 | $8,429-55.3% | $8,071-53.3% | $6,691-43.7% |
| Admin fee / account holder | $235 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |