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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 | $41,089 | $106,008-61.2% | $92,240-55.5% | $147,586-72.2% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.28% | 50.05%-35.8pp | 176.29%-162.0pp | 578.59%-564.3pp |
| Employer contribution / active EE | $723 | $4,333-83.3% | $3,680-80.3% | $4,876-85.2% |
| Participant deferral / active EE | $1,868 | $4,478-58.3% | $3,897-52.1% | $5,439-65.7% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |