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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 | $14,820 | $100,911-85.3% | $90,440-83.6% | $158,966-90.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 18.94% | 1726.62%-1707.7pp | 1294.38%-1275.4pp | 302.95%-284.0pp |
| Employer contribution / active EE | $1,087 | $3,690-70.6% | $3,263-66.7% | $4,762-77.2% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $41 | $6,507-99.4% | $5,615-99.3% | $11,250-99.6% |