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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 | $72,148 | $118,708-39.2% | $98,920-27.1% | $158,982-54.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 9.67% | 372.49%-362.8pp | 196.47%-186.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $1,250 | $3,334-62.5% | $2,689-53.5% | $4,763-73.8% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $202 | $10,134-98.0% | $6,643-97.0% | $11,252-98.2% |