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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 | $14,719 | $167,030-91.2% | $135,768-89.2% | $155,188-90.5% |
| Participation rate | 91.3% | 76.2%+15.1pp | 71.1%+20.2pp | 80.8%+10.5pp |
| Annual return | 11.29% | 678.39%-667.1pp | 526.10%-514.8pp | 148.84%-137.5pp |
| Employer contribution / active EE | $1,646 | $4,132-60.2% | $3,394-51.5% | $4,248-61.2% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $114 | $8,172-98.6% | $7,048-98.4% | $14,480-99.2% |