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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 | $23,858 | $81,643-70.8% | $70,462-66.1% | $158,950-85.0% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 11.47% | 208.51%-197.0pp | 109.08%-97.6pp | 302.91%-291.4pp |
| Employer contribution / active EE | $2,022 | $3,218-37.2% | $2,737-26.1% | $4,762-57.5% |
| Participant deferral / active EE | $1,740 | $4,555-61.8% | $3,710-53.1% | $5,983-70.9% |
| Admin fee / account holder | $0 | $6,194-100.0% | $3,845-100.0% | $11,248-100.0% |