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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 | $91,931 | $100,203-8.3% | $85,240+7.9% | $145,897-37.0% |
| Participation rate | 76.9% | 74.1%+2.8pp | 67.5%+9.4pp | 80.3%-3.4pp |
| Annual return | 17.15% | 84.28%-67.1pp | 66.75%-49.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $828 | $3,242-74.5% | $2,735-69.7% | $4,663-82.2% |
| Participant deferral / active EE | $4,303 | $5,299-18.8% | $4,527-5.0% | $6,689-35.7% |
| Admin fee / account holder | $230 | $7,265-96.8% | $6,165-96.3% | $13,390-98.3% |