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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 | $47,228 | $65,434-27.8% | $98,483-52.0% | $85,847-45.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.77% | 21.75%-8.0pp | 1494.38%-1480.6pp | 318.61%-304.8pp |
| Employer contribution / active EE | $1,605 | $2,169-26.0% | $2,961-45.8% | $2,565-37.5% |
| Participant deferral / active EE | $4,456 | $3,168+40.7% | $4,276+4.2% | $3,952+12.8% |
| Admin fee / account holder | $249 | $4,595-94.6% | $5,953-95.8% | $6,261-96.0% |