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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 | $31,269 | $110,093-71.6% | $97,295-67.9% | $145,897-78.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.87% | 244.76%-226.9pp | 75.62%-57.7pp | 552.29%-534.4pp |
| Employer contribution / active EE | $4,830 | $3,077+57.0% | $2,723+77.4% | $4,663+3.6% |
| Participant deferral / active EE | $14,538 | $4,678+210.8% | $4,264+241.0% | $6,689+117.3% |
| Admin fee / account holder | $100 | $6,212-98.4% | $5,646-98.2% | $13,390-99.3% |