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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 | $26,578 | $101,063-73.7% | $81,473-67.4% | $147,585-82.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 0.00% | 32.41%-32.4pp | 38.78%-38.8pp | 578.58%-578.6pp |
| Employer contribution / active EE | $12,583 | $3,206+292.5% | $2,568+390.0% | $4,876+158.0% |
| Participant deferral / active EE | $10,491 | $4,242+147.3% | $3,537+196.6% | $5,439+92.9% |
| Admin fee / account holder | $134 | $5,812-97.7% | $4,561-97.1% | $10,886-98.8% |