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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 | $31,284 | $160,070-80.5% | $147,117-78.7% | $145,897-78.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 19.33% | 98.69%-79.4pp | 420.54%-401.2pp | 552.29%-533.0pp |
| Employer contribution / active EE | $2,422 | $5,285-54.2% | $4,932-50.9% | $4,663-48.1% |
| Participant deferral / active EE | $8,750 | $8,419+3.9% | $8,065+8.5% | $6,689+30.8% |
| Admin fee / account holder | $40 | $15,035-99.7% | $12,993-99.7% | $13,390-99.7% |