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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 | $24,591 | $109,872-77.6% | $98,483-75.0% | $167,536-85.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.02% | 1959.31%-1942.3pp | 1494.38%-1477.4pp | 478.82%-461.8pp |
| Employer contribution / active EE | $973 | $3,225-69.8% | $2,961-67.1% | $4,839-79.9% |
| Participant deferral / active EE | $3,103 | $4,673-33.6% | $4,276-27.4% | $6,342-51.1% |
| Admin fee / account holder | $10 | $6,757-99.9% | $5,953-99.8% | $12,315-99.9% |