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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 | $48,224 | $99,079-51.3% | $78,002-38.2% | $273,972-82.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.99% | 217.93%-211.9pp | 425.99%-420.0pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,501 | $3,308-54.6% | $2,470-39.3% | $4,869-69.2% |
| Participant deferral / active EE | $7,747 | $4,306+79.9% | $3,497+121.5% | $5,287+46.5% |
| Admin fee / account holder | $101 | $8,954-98.9% | $5,481-98.2% | $10,133-99.0% |