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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 | $21,770 | $111,785-80.5% | $93,669-76.8% | $145,877-85.1% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 9.19% | 203.79%-194.6pp | 133.59%-124.4pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,486 | $3,096-52.0% | $2,424-38.7% | $4,663-68.1% |
| Participant deferral / active EE | $2,499 | $4,919-49.2% | $4,416-43.4% | $6,691-62.6% |
| Admin fee / account holder | $277 | $10,256-97.3% | $8,291-96.7% | $13,402-97.9% |