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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 | $28,080 | $27,943+0.5% | $58,507-52.0% | $75,177-62.6% |
| Participation rate | 72.3% | 38.8%+33.5pp | 50.9%+21.5pp | 67.2%+5.1pp |
| Annual return | 16.09% | 44.22%-28.1pp | 4252.32%-4236.2pp | 160.75%-144.7pp |
| Employer contribution / active EE | $5,033 | $670+651.6% | $1,053+377.8% | $2,671+88.4% |
| Participant deferral / active EE | $1,648 | $1,202+37.1% | $1,922-14.3% | $4,126-60.1% |
| Admin fee / account holder | $114 | $1,727-93.4% | $2,486-95.4% | $5,651-98.0% |