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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 | $154,754-90.5% | $124,206-88.1% | $138,895-89.4% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.6%+21.7pp | 79.9%+11.4pp |
| Annual return | 11.29% | 709.28%-698.0pp | 515.27%-504.0pp | 145.39%-134.1pp |
| Employer contribution / active EE | $1,646 | $4,446-63.0% | $3,540-53.5% | $4,194-60.8% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $114 | $6,690-98.3% | $5,929-98.1% | $12,562-99.1% |