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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 | $28,418 | $165,381-82.8% | $149,730-81.0% | $158,966-82.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $7,994 | $5,104+56.6% | $4,645+72.1% | $4,762+67.9% |
| Participant deferral / active EE | $10,217 | $7,182+42.2% | $6,843+49.3% | $5,983+70.8% |
| Admin fee / account holder | $26 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |