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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 | $60,701 | $102,382-40.7% | $147,005-58.7% | $80,874-24.9% |
| Participation rate | 72.0% | 75.8%-3.8pp | 82.2%-10.2pp | 67.6%+4.4pp |
| Annual return | 14.67% | 134.89%-120.2pp | 418.76%-404.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $3,684 | $3,715-0.8% | $4,934-25.3% | $2,756+33.7% |
| Participant deferral / active EE | $7,141 | $6,646+7.4% | $8,070-11.5% | $4,297+66.2% |
| Admin fee / account holder | $123 | $7,942-98.4% | $13,006-99.1% | $6,935-98.2% |