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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 | $1,680 | $67,823-97.5% | $52,425-96.8% | $137,256-98.8% |
| Participation rate | 87.0% | 63.9%+23.0pp | 55.6%+31.3pp | 80.0%+7.0pp |
| Annual return | 29.66% | 219.11%-189.4pp | 302.12%-272.5pp | 220.34%-190.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $602 | $2,288-73.7% | $1,790-66.4% | $6,407-90.6% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |