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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 | $68,833 | $111,830-38.4% | $93,696-26.5% | $145,884-52.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.32% | 204.08%-175.8pp | 133.74%-105.4pp | 551.85%-523.5pp |
| Employer contribution / active EE | $1,612 | $3,093-47.9% | $2,422-33.4% | $4,662-65.4% |
| Participant deferral / active EE | $10,259 | $4,920+108.5% | $4,417+132.3% | $6,690+53.4% |
| Admin fee / account holder | $52 | $10,249-99.5% | $8,287-99.4% | $13,392-99.6% |