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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 | $36,371 | $100,895-64.0% | $90,430-59.8% | $158,950-77.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.49% | 1725.54%-1706.1pp | 1293.73%-1274.2pp | 302.91%-283.4pp |
| Employer contribution / active EE | $1,686 | $3,689-54.3% | $3,262-48.3% | $4,762-64.6% |
| Participant deferral / active EE | $8,961 | $4,347+106.1% | $3,963+126.1% | $5,983+49.8% |
| Admin fee / account holder | $9 | $6,505-99.9% | $5,613-99.8% | $11,248-99.9% |