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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 | $38,059 | $68,412-44.4% | $94,679-59.8% | $75,181-49.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 18.89% | 616.91%-598.0pp | 156.75%-137.9pp | 160.69%-141.8pp |
| Employer contribution / active EE | $3,946 | $2,701+46.1% | $3,673+7.4% | $2,671+47.8% |
| Participant deferral / active EE | $5,711 | $6,537-12.6% | $7,417-23.0% | $4,126+38.4% |
| Admin fee / account holder | $184 | $5,326-96.5% | $7,233-97.5% | $5,650-96.7% |