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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 | $39,324 | $100,911-61.0% | $90,440-56.5% | $158,966-75.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.73% | 1726.62%-1703.9pp | 1294.38%-1271.7pp | 302.95%-280.2pp |
| Employer contribution / active EE | $2,374 | $3,690-35.7% | $3,263-27.3% | $4,762-50.2% |
| Participant deferral / active EE | $11,222 | $4,348+158.1% | $3,964+183.1% | $5,983+87.6% |
| Admin fee / account holder | $190 | $6,507-97.1% | $5,615-96.6% | $11,250-98.3% |