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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 | $30,783 | $110,039-72.0% | $97,260-68.3% | $145,884-78.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 53.78% | 244.44%-190.7pp | 75.54%-21.8pp | 551.85%-498.1pp |
| Employer contribution / active EE | $1,622 | $3,074-47.2% | $2,721-40.4% | $4,662-65.2% |
| Participant deferral / active EE | $10,777 | $4,674+130.6% | $4,262+152.9% | $6,690+61.1% |
| Admin fee / account holder | $14 | $6,204-99.8% | $5,640-99.7% | $13,392-99.9% |