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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 | $3,880 | $28,624-86.4% | $53,647-92.8% | $82,637-95.3% |
| Participation rate | 98.2% | 47.3%+51.0pp | 56.3%+42.0pp | 68.1%+30.2pp |
| Annual return | 26.68% | 664.98%-638.3pp | 358.33%-331.7pp | 53.51%-26.8pp |
| Employer contribution / active EE | $854 | $637+34.1% | $962-11.3% | $2,552-66.6% |
| Participant deferral / active EE | $672 | $1,196-43.8% | $1,813-62.9% | $4,126-83.7% |
| Admin fee / account holder | $106 | $2,022-94.7% | $2,460-95.7% | $7,339-98.6% |