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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 | $42,168 | $125,237-66.3% | $105,608-60.1% | $145,877-71.1% |
| Participation rate | 88.9% | 77.7%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 10.92% | 225.76%-214.8pp | 116.50%-105.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,038 | $5,711-29.3% | $5,010-19.4% | $6,691-39.6% |
| Admin fee / account holder | $105 | $17,287-99.4% | $11,028-99.0% | $13,402-99.2% |