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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 | $8,953 | $110,551-91.9% | $80,741-88.9% | $167,518-94.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 6.40% | 120.57%-114.2pp | 87.30%-80.9pp | 478.71%-472.3pp |
| Employer contribution / active EE | $1,709 | $1,543+10.7% | $1,160+47.3% | $4,838-64.7% |
| Participant deferral / active EE | $5,250 | $2,870+82.9% | $2,145+144.7% | $6,342-17.2% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,312-100.0% |