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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 | $25,821 | $88,778-70.9% | $81,844-68.5% | $145,884-82.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.00% | 1033.03%-1016.0pp | 778.87%-761.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $431 | $3,087-86.0% | $2,916-85.2% | $4,662-90.8% |
| Participant deferral / active EE | $857 | $4,648-81.6% | $4,323-80.2% | $6,690-87.2% |
| Admin fee / account holder | $250 | $8,430-97.0% | $7,355-96.6% | $13,392-98.1% |