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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 | $19,698 | $52,678-62.6% | $75,784-74.0% | $59,633-67.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 52.76% | 2.95%+49.8pp | 9.68%+43.1pp | 2041.45%-1988.7pp |
| Employer contribution / active EE | $7,233 | $2,193+229.8% | $3,323+117.6% | $2,203+228.4% |
| Participant deferral / active EE | $2,919 | $2,591+12.7% | $3,652-20.1% | $3,192-8.5% |
| Admin fee / account holder | $125 | $3,610-96.5% | $5,300-97.6% | $4,297-97.1% |