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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 | $12,293 | $123,982-90.1% | $69,701-82.4% | $145,959-91.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 13.07% | 191.01%-177.9pp | 100.32%-87.2pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,507 | $2,681-6.5% | $1,713+46.3% | $4,661-46.2% |
| Participant deferral / active EE | $6,314 | $4,236+49.1% | $2,887+118.7% | $6,689-5.6% |
| Admin fee / account holder | $52 | $7,867-99.3% | $4,717-98.9% | $13,398-99.6% |