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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 | $23,482 | $96,419-75.6% | $80,648-70.9% | $139,487-83.2% |
| Participation rate | 71.4% | 73.6%-2.2pp | 67.0%+4.4pp | 80.3%-8.9pp |
| Annual return | 24.83% | 1352.86%-1328.0pp | 937.21%-912.4pp | 373.84%-349.0pp |
| Employer contribution / active EE | $1,637 | $3,261-49.8% | $2,724-39.9% | $4,755-65.6% |
| Participant deferral / active EE | $4,123 | $5,225-21.1% | $4,443-7.2% | $6,713-38.6% |
| Admin fee / account holder | $105 | $6,605-98.4% | $5,382-98.0% | $11,407-99.1% |