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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 | $34,811 | $180,749-80.7% | $160,784-78.3% | $137,256-74.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.62% | 2234.46%-2210.8pp | 1803.92%-1780.3pp | 220.34%-196.7pp |
| Employer contribution / active EE | $691 | $4,155-83.4% | $3,733-81.5% | $4,156-83.4% |
| Participant deferral / active EE | $5,409 | $6,844-21.0% | $6,293-14.0% | $6,407-15.6% |
| Admin fee / account holder | $63 | $10,397-99.4% | $9,717-99.4% | $12,270-99.5% |