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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 | $22,700 | $102,635-77.9% | $86,209-73.7% | $139,456-83.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 26.52% | 1923.53%-1897.0pp | 1169.05%-1142.5pp | 373.45%-346.9pp |
| Employer contribution / active EE | $1,961 | $3,034-35.4% | $2,381-17.7% | $4,753-58.7% |
| Participant deferral / active EE | $8,801 | $4,677+88.2% | $3,986+120.8% | $6,711+31.1% |
| Admin fee / account holder | $112 | $8,661-98.7% | $6,853-98.4% | $11,407-99.0% |