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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 | $59,425 | $99,921-40.5% | $85,009-30.1% | $145,959-59.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 83.89%-68.8pp | 66.47%-51.4pp | 561.95%-546.9pp |
| Employer contribution / active EE | $5,700 | $3,233+76.3% | $2,728+108.9% | $4,661+22.3% |
| Participant deferral / active EE | $23,000 | $5,293+334.6% | $4,522+408.7% | $6,689+243.9% |
| Admin fee / account holder | $276 | $7,252-96.2% | $6,153-95.5% | $13,398-97.9% |