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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 | $57,765 | $39,028+48.0% | $80,741-28.5% | $85,847-32.7% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 12.00% | 26.31%-14.3pp | 87.30%-75.3pp | 318.61%-306.6pp |
| Employer contribution / active EE | $238 | $722-67.0% | $1,160-79.5% | $2,565-90.7% |
| Participant deferral / active EE | $411 | $1,326-69.0% | $2,145-80.8% | $3,952-89.6% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |