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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 | $31,329 | $88,815-64.7% | $81,882-61.7% | $145,897-78.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.21% | 1033.75%-1020.5pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,321 | $3,086-24.8% | $2,916-20.4% | $4,663-50.2% |
| Participant deferral / active EE | $5,588 | $4,647+20.2% | $4,323+29.3% | $6,689-16.5% |
| Admin fee / account holder | $11 | $8,434-99.9% | $7,360-99.9% | $13,390-99.9% |