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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 | $19,340 | $88,710-78.2% | $81,783-76.4% | $145,959-86.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.79% | 1027.26%-1011.5pp | 775.05%-759.3pp | 561.95%-546.2pp |
| Employer contribution / active EE | $2,371 | $3,083-23.1% | $2,913-18.6% | $4,661-49.1% |
| Participant deferral / active EE | $3,418 | $4,645-26.4% | $4,320-20.9% | $6,689-48.9% |
| Admin fee / account holder | $71 | $8,407-99.2% | $7,380-99.0% | $13,398-99.5% |