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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 | $100,203-40.7% | $85,240-30.3% | $145,897-59.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 84.28%-69.2pp | 66.75%-51.7pp | 552.29%-537.2pp |
| Employer contribution / active EE | $5,700 | $3,242+75.8% | $2,735+108.4% | $4,663+22.2% |
| Participant deferral / active EE | $23,000 | $5,299+334.1% | $4,527+408.0% | $6,689+243.8% |
| Admin fee / account holder | $276 | $7,265-96.2% | $6,165-95.5% | $13,390-97.9% |