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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 | $64,115 | $99,017-35.2% | $86,587-26.0% | $147,585-56.6% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 17.71% | 1312.37%-1294.7pp | 964.86%-947.2pp | 578.56%-560.9pp |
| Employer contribution / active EE | $1,069 | $3,132-65.9% | $2,839-62.3% | $4,876-78.1% |
| Participant deferral / active EE | $1,244 | $3,972-68.7% | $3,609-65.5% | $5,439-77.1% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |