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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 | $21,946 | $100,895-78.2% | $90,430-75.7% | $158,950-86.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.72% | 1725.54%-1699.8pp | 1293.73%-1268.0pp | 302.91%-277.2pp |
| Employer contribution / active EE | $696 | $3,689-81.1% | $3,262-78.7% | $4,762-85.4% |
| Participant deferral / active EE | $5,963 | $4,347+37.2% | $3,963+50.5% | $5,983-0.3% |
| Admin fee / account holder | $77 | $6,505-98.8% | $5,613-98.6% | $11,248-99.3% |