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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 | $23,898 | $111,785-78.6% | $93,669-74.5% | $145,877-83.6% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 20.77% | 203.79%-183.0pp | 133.59%-112.8pp | 551.28%-530.5pp |
| Employer contribution / active EE | $2,510 | $3,096-18.9% | $2,424+3.6% | $4,663-46.2% |
| Participant deferral / active EE | $10,977 | $4,919+123.2% | $4,416+148.6% | $6,691+64.1% |
| Admin fee / account holder | $105 | $10,256-99.0% | $8,291-98.7% | $13,402-99.2% |