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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 | $24,380 | $82,674-70.5% | $125,363-80.6% | $68,495-64.4% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | 25.24% | -5.97%+31.2pp | 572.15%-546.9pp | -7.84%+33.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,863 | $6,111+77.8% | $7,447+45.9% | $4,028+169.7% |
| Admin fee / account holder | $84 | $6,276-98.7% | $10,005-99.2% | $5,403-98.4% |