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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 | $23,941 | $81,749-70.7% | $58,544-59.1% | $139,456-82.8% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 20.86% | 7425.45%-7404.6pp | 4249.56%-4228.7pp | 373.45%-352.6pp |
| Employer contribution / active EE | $5,779 | $1,398+313.4% | $1,053+448.8% | $4,753+21.6% |
| Participant deferral / active EE | $12,791 | $2,555+400.6% | $1,923+565.2% | $6,711+90.6% |
| Admin fee / account holder | $71 | $3,272-97.8% | $2,520-97.2% | $11,407-99.4% |