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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 | $11,047 | $169,336-93.5% | $129,384-91.5% | $145,884-92.4% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.6%+15.0pp | 80.3%+4.3pp |
| Annual return | 19.24% | 14408.70%-14389.5pp | 9461.77%-9442.5pp | 551.85%-532.6pp |
| Employer contribution / active EE | $1,186 | $5,540-78.6% | $4,153-71.4% | $4,662-74.6% |
| Participant deferral / active EE | $1,691 | $4,985-66.1% | $4,166-59.4% | $6,690-74.7% |
| Admin fee / account holder | $9 | $9,912-99.9% | $7,686-99.9% | $13,392-99.9% |