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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 | $19,870 | $90,397-78.0% | $76,002-73.9% | $145,959-86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.13% | 621.97%-610.8pp | 360.07%-348.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,677 | $3,317-19.3% | $2,688-0.4% | $4,661-42.6% |
| Participant deferral / active EE | $3,963 | $5,163-23.3% | $4,257-6.9% | $6,689-40.8% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |