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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 | $20,937 | $106,905-80.4% | $84,020-75.1% | $152,885-86.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 37.33% | 105.00%-67.7pp | 71.31%-34.0pp | 345.39%-308.1pp |
| Employer contribution / active EE | $1,643 | $2,735-39.9% | $1,984-17.2% | $4,763-65.5% |
| Participant deferral / active EE | $8,355 | $4,012+108.3% | $3,239+158.0% | $5,851+42.8% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |