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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 | $18,405 | $99,031-81.4% | $86,597-78.7% | $147,585-87.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.78% | 1312.56%-1297.8pp | 964.96%-950.2pp | 578.57%-563.8pp |
| Employer contribution / active EE | $1,103 | $3,132-64.8% | $2,840-61.2% | $4,876-77.4% |
| Participant deferral / active EE | $1,397 | $3,972-64.8% | $3,609-61.3% | $5,439-74.3% |
| Admin fee / account holder | $218 | $5,711-96.2% | $4,906-95.6% | $10,885-98.0% |