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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 | $25,762 | $185,225-86.1% | $142,898-82.0% | $167,553-84.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 14.10% | 8558.12%-8544.0pp | 5639.64%-5625.5pp | 478.89%-464.8pp |
| Employer contribution / active EE | $1,884 | $5,607-66.4% | $4,146-54.6% | $4,840-61.1% |
| Participant deferral / active EE | $10,025 | $4,496+123.0% | $3,838+161.2% | $6,343+58.1% |
| Admin fee / account holder | $158 | $8,032-98.0% | $6,560-97.6% | $12,316-98.7% |