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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 | $16,309 | $123,854-86.8% | $69,623-76.6% | $145,884-88.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 12.00% | 192.35%-180.3pp | 101.23%-89.2pp | 551.85%-539.8pp |
| Employer contribution / active EE | $606 | $2,673-77.3% | $1,709-64.5% | $4,662-87.0% |
| Participant deferral / active EE | $4,149 | $4,242-2.2% | $2,890+43.6% | $6,690-38.0% |
| Admin fee / account holder | $265 | $7,822-96.6% | $4,696-94.4% | $13,392-98.0% |