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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 | $10,762 | $90,614-88.1% | $76,089-85.9% | $145,877-92.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 12.33% | 623.80%-611.5pp | 360.94%-348.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,517 | $3,324-54.4% | $2,690-43.6% | $4,663-67.5% |
| Participant deferral / active EE | $1,517 | $5,168-70.6% | $4,259-64.4% | $6,691-77.3% |
| Admin fee / account holder | $52 | $8,376-99.4% | $6,418-99.2% | $13,402-99.6% |