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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 | $66,249 | $96,643-31.4% | $86,617-23.5% | $139,456-52.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 19.58% | 106.57%-87.0pp | 591.91%-572.3pp | 373.45%-353.9pp |
| Employer contribution / active EE | $415 | $3,264-87.3% | $3,023-86.3% | $4,753-91.3% |
| Participant deferral / active EE | $1,906 | $4,835-60.6% | $4,437-57.1% | $6,711-71.6% |
| Admin fee / account holder | $1 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |