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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 | $10,755 | $103,000-89.6% | $90,300-88.1% | $152,885-93.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.56% | 95.19%-76.6pp | 78.11%-59.6pp | 345.39%-326.8pp |
| Employer contribution / active EE | $1,048 | $3,138-66.6% | $2,854-63.3% | $4,763-78.0% |
| Participant deferral / active EE | $1,199 | $4,281-72.0% | $3,884-69.1% | $5,851-79.5% |
| Admin fee / account holder | $89 | $6,173-98.6% | $5,353-98.3% | $11,598-99.2% |