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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 | $36,006 | $154,159-76.6% | $130,026-72.3% | $139,456-74.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 49.89% | 32.50%+17.4pp | -137.26%+187.2pp | 373.45%-323.6pp |
| Employer contribution / active EE | $1,275 | $5,292-75.9% | $4,321-70.5% | $4,753-73.2% |
| Participant deferral / active EE | $9,418 | $6,710+40.4% | $5,821+61.8% | $6,711+40.3% |
| Admin fee / account holder | $284 | $14,001-98.0% | $10,608-97.3% | $11,407-97.5% |