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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 | $28,526 | $53,063-46.2% | $124,206-77.0% | $82,637-65.5% |
| Participation rate | 88.0% | 58.4%+29.6pp | 69.6%+18.4pp | 68.1%+19.9pp |
| Annual return | 15.12% | 68.87%-53.8pp | 515.27%-500.2pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,957 | $1,530+27.9% | $3,540-44.7% | $2,552-23.3% |
| Participant deferral / active EE | $4,554 | $2,644+72.2% | $3,968+14.8% | $4,126+10.4% |
| Admin fee / account holder | $30 | $4,281-99.3% | $5,929-99.5% | $7,339-99.6% |