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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 | $61,863 | $100,073-38.2% | $85,126-27.3% | $145,877-57.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 84.11%-72.0pp | 66.63%-54.5pp | 551.28%-539.2pp |
| Employer contribution / active EE | $977 | $3,236-69.8% | $2,731-64.2% | $4,663-79.1% |
| Participant deferral / active EE | $20,000 | $5,294+277.8% | $4,523+342.2% | $6,691+198.9% |
| Admin fee / account holder | $255 | $7,261-96.5% | $6,160-95.9% | $13,402-98.1% |