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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 | $31,499 | $111,878-71.8% | $93,727-66.4% | $145,897-78.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.73% | 204.28%-188.5pp | 133.83%-118.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,853 | $3,092-40.1% | $2,421-23.5% | $4,663-60.2% |
| Participant deferral / active EE | $6,048 | $4,920+22.9% | $4,417+36.9% | $6,689-9.6% |
| Admin fee / account holder | $141 | $10,256-98.6% | $8,292-98.3% | $13,390-98.9% |