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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 | $111,830-80.5% | $93,696-76.8% | $145,884-85.1% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 9.19% | 204.08%-194.9pp | 133.74%-124.5pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,486 | $3,093-52.0% | $2,422-38.7% | $4,662-68.1% |
| Participant deferral / active EE | $2,499 | $4,920-49.2% | $4,417-43.4% | $6,690-62.6% |
| Admin fee / account holder | $277 | $10,249-97.3% | $8,287-96.7% | $13,392-97.9% |