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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 | $27,805 | $97,732-71.5% | $83,831-66.8% | $135,380-79.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 4.12% | 1287.56%-1283.4pp | 850.99%-846.9pp | 519.81%-515.7pp |
| Employer contribution / active EE | $8,047 | $4,222+90.6% | $3,631+121.6% | $4,779+68.4% |
| Participant deferral / active EE | $1,900 | $4,683-59.4% | $4,082-53.5% | $5,609-66.1% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |