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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 | $28,324 | $98,766-71.3% | $149,730-81.1% | $79,852-64.5% |
| Participation rate | 73.4% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.8pp |
| Annual return | 103.15% | 27.43%+75.7pp | 276.70%-173.5pp | 31.72%+71.4pp |
| Employer contribution / active EE | $3,120 | $3,217-3.0% | $4,645-32.8% | $2,471+26.3% |
| Participant deferral / active EE | $9,247 | $5,681+62.8% | $6,843+35.1% | $3,740+147.2% |
| Admin fee / account holder | $184 | $6,052-97.0% | $9,310-98.0% | $5,306-96.5% |