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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 | $10,891 | $78,690-86.2% | $161,489-93.3% | $87,485-87.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 14.28% | 32.74%-18.5pp | 89.72%-75.4pp | 26.06%-11.8pp |
| Employer contribution / active EE | $889 | $2,588-65.7% | $4,268-79.2% | $2,596-65.8% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $285 | $6,724-95.8% | $16,006-98.2% | $7,775-96.3% |