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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 | $26,122 | $106,923-75.6% | $84,023-68.9% | $152,909-82.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 15.92% | 105.02%-89.1pp | 71.32%-55.4pp | 345.46%-329.5pp |
| Employer contribution / active EE | $6,098 | $2,735+122.9% | $1,984+207.3% | $4,764+28.0% |
| Participant deferral / active EE | $5,512 | $4,013+37.4% | $3,239+70.2% | $5,851-5.8% |
| Admin fee / account holder | $30 | $8,289-99.6% | $6,102-99.5% | $11,601-99.7% |