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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 | $9,732 | $162,529-94.0% | $130,788-92.6% | $154,746-93.7% |
| Participation rate | 91.7% | 75.9%+15.8pp | 70.1%+21.6pp | 80.7%+11.0pp |
| Annual return | 281.63% | 510.48%-228.8pp | 386.44%-104.8pp | 172.34%+109.3pp |
| Employer contribution / active EE | $499 | $4,447-88.8% | $3,558-86.0% | $4,379-88.6% |
| Participant deferral / active EE | $961 | $4,808-80.0% | $4,137-76.8% | $6,730-85.7% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |