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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 | $7,074 | $72,465-90.2% | $67,575-89.5% | $145,884-95.2% |
| Participation rate | 88.9% | 76.9%+12.0pp | 72.9%+16.0pp | 80.3%+8.6pp |
| Annual return | 15.46% | 7222.56%-7207.1pp | 3528.98%-3513.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $1,279 | $3,074-58.4% | $2,736-53.2% | $4,662-72.6% |
| Participant deferral / active EE | $1,520 | $4,786-68.2% | $4,003-62.0% | $6,690-77.3% |
| Admin fee / account holder | $137 | $5,515-97.5% | $3,993-96.6% | $13,392-99.0% |