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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 | $30,779 | $149,040-79.3% | $120,225-74.4% | $137,256-77.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 21.25% | 605.68%-584.4pp | 439.23%-418.0pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,701 | $4,350-60.9% | $3,475-51.0% | $4,156-59.1% |
| Participant deferral / active EE | $3,616 | $4,655-22.3% | $3,999-9.6% | $6,407-43.6% |
| Admin fee / account holder | $237 | $6,348-96.3% | $5,696-95.8% | $12,270-98.1% |