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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 | $24,074 | $99,652-75.8% | $78,778-69.4% | $147,586-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.39% | 47.28%-35.9pp | 35.62%-24.2pp | 578.59%-567.2pp |
| Employer contribution / active EE | $1,393 | $2,796-50.2% | $1,986-29.8% | $4,876-71.4% |
| Participant deferral / active EE | $10,846 | $3,664+196.1% | $2,958+266.6% | $5,439+99.4% |
| Admin fee / account holder | $124 | $7,155-98.3% | $5,134-97.6% | $10,886-98.9% |