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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 | $9,761 | $88,754-89.0% | $81,820-88.1% | $145,877-93.3% |
| Participation rate | 93.3% | 75.1%+18.3pp | 72.4%+20.9pp | 80.3%+13.0pp |
| Annual return | 37.21% | 1031.77%-994.6pp | 777.93%-740.7pp | 551.28%-514.1pp |
| Employer contribution / active EE | $1,543 | $3,085-50.0% | $2,915-47.1% | $4,663-66.9% |
| Participant deferral / active EE | $1,471 | $4,648-68.3% | $4,323-66.0% | $6,691-78.0% |
| Admin fee / account holder | $152 | $8,424-98.2% | $7,391-97.9% | $13,402-98.9% |