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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 | $30,271 | $125,184-75.8% | $105,607-71.3% | $145,884-79.3% |
| Participation rate | 95.8% | 77.6%+18.2pp | 75.3%+20.6pp | 80.3%+15.5pp |
| Annual return | 34.88% | 225.00%-190.1pp | 116.11%-81.2pp | 551.85%-517.0pp |
| Employer contribution / active EE | $1,980 | $3,720-46.8% | $3,167-37.5% | $4,662-57.5% |
| Participant deferral / active EE | $3,336 | $5,714-41.6% | $5,011-33.4% | $6,690-50.1% |
| Admin fee / account holder | $5 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |