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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 | $6,971 | $149,040-95.3% | $120,225-94.2% | $137,256-94.9% |
| Participation rate | 85.7% | 75.4%+10.3pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 18.70% | 605.68%-587.0pp | 439.23%-420.5pp | 220.34%-201.6pp |
| Employer contribution / active EE | $874 | $4,350-79.9% | $3,475-74.9% | $4,156-79.0% |
| Participant deferral / active EE | $1,147 | $4,655-75.4% | $3,999-71.3% | $6,407-82.1% |
| Admin fee / account holder | $47 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |