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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 | $52,933 | $53,063-0.2% | $124,206-57.4% | $82,637-35.9% |
| Participation rate | 76.3% | 58.4%+17.9pp | 69.6%+6.7pp | 68.1%+8.3pp |
| Annual return | 21.41% | 68.87%-47.5pp | 515.27%-493.9pp | 53.51%-32.1pp |
| Employer contribution / active EE | $4,426 | $1,530+189.2% | $3,540+25.0% | $2,552+73.4% |
| Participant deferral / active EE | $8,183 | $2,644+209.5% | $3,968+106.2% | $4,126+98.3% |
| Admin fee / account holder | $163 | $4,281-96.2% | $5,929-97.2% | $7,339-97.8% |