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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 | $45,498 | $96,678-52.9% | $86,640-47.5% | $139,466-67.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 20.04% | 106.69%-86.6pp | 592.52%-572.5pp | 373.66%-353.6pp |
| Employer contribution / active EE | $626 | $3,265-80.8% | $3,024-79.3% | $4,754-86.8% |
| Participant deferral / active EE | $1,821 | $4,837-62.4% | $4,438-59.0% | $6,712-72.9% |
| Admin fee / account holder | $299 | $6,410-95.3% | $5,616-94.7% | $11,409-97.4% |