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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 | $43,845 | $95,601-54.1% | $77,183-43.2% | $139,456-68.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.92% | 54.96%-43.0pp | 37.89%-26.0pp | 373.45%-361.5pp |
| Employer contribution / active EE | $0 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $10,786 | $4,623+133.3% | $3,833+181.4% | $6,711+60.7% |
| Admin fee / account holder | $2 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |