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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 | $27,119 | $99,995-72.9% | $85,063-68.1% | $145,978-81.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.95% | 83.99%-72.0pp | 66.54%-54.6pp | 550.52%-538.6pp |
| Employer contribution / active EE | $5,613 | $3,231+73.7% | $2,727+105.8% | $4,662+20.4% |
| Participant deferral / active EE | $6,492 | $5,295+22.6% | $4,523+43.5% | $6,690-3.0% |
| Admin fee / account holder | $35 | $7,255-99.5% | $6,155-99.4% | $13,400-99.7% |