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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 | $73,565 | $106,008-30.6% | $92,240-20.2% | $147,586-50.2% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 15.00% | 50.05%-35.0pp | 176.29%-161.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,669 | $4,333-61.5% | $3,680-54.6% | $4,876-65.8% |
| Participant deferral / active EE | $2,882 | $4,478-35.7% | $3,897-26.1% | $5,439-47.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |