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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 | $19,625 | $88,754-77.9% | $81,820-76.0% | $145,877-86.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.27% | 1031.77%-1018.5pp | 777.93%-764.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,583 | $3,085-16.3% | $2,915-11.4% | $4,663-44.6% |
| Participant deferral / active EE | $1,497 | $4,648-67.8% | $4,323-65.4% | $6,691-77.6% |
| Admin fee / account holder | $120 | $8,424-98.6% | $7,391-98.4% | $13,402-99.1% |