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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 | $21,359 | $88,778-75.9% | $81,844-73.9% | $145,884-85.4% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 17.65% | 1033.03%-1015.4pp | 778.87%-761.2pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,094 | $3,087-64.6% | $2,916-62.5% | $4,662-76.5% |
| Participant deferral / active EE | $1,161 | $4,648-75.0% | $4,323-73.1% | $6,690-82.6% |
| Admin fee / account holder | $80 | $8,430-99.1% | $7,355-98.9% | $13,392-99.4% |