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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 | $6,823 | $96,388-92.9% | $80,627-91.5% | $139,466-95.1% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 23.46% | 1352.08%-1328.6pp | 936.76%-913.3pp | 373.66%-350.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,046 | $5,224-60.8% | $4,443-53.9% | $6,712-69.5% |
| Admin fee / account holder | $27 | $6,603-99.6% | $5,381-99.5% | $11,409-99.8% |