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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 | $51,002 | $103,008-50.5% | $90,304-43.5% | $152,897-66.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.83% | 95.22%-71.4pp | 78.13%-54.3pp | 345.43%-321.6pp |
| Employer contribution / active EE | $438 | $3,139-86.0% | $2,855-84.6% | $4,764-90.8% |
| Participant deferral / active EE | $843 | $4,281-80.3% | $3,885-78.3% | $5,851-85.6% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |