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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 | $20,807 | $77,449-73.1% | $69,483-70.1% | $152,909-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 0.00% | 39.09%-39.1pp | 28.99%-29.0pp | 345.46%-345.5pp |
| Employer contribution / active EE | $10,413 | $3,316+214.1% | $2,780+274.6% | $4,764+118.6% |
| Participant deferral / active EE | $4,982 | $4,415+12.9% | $3,537+40.9% | $5,851-14.9% |
| Admin fee / account holder | $40 | $6,210-99.4% | $3,841-99.0% | $11,601-99.7% |