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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 | $13,984 | $70,366-80.1% | $66,674-79.0% | $138,895-89.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.24% | 386.41%-362.2pp | 321.24%-297.0pp | 145.39%-121.2pp |
| Employer contribution / active EE | $2,025 | $2,765-26.8% | $2,620-22.7% | $4,194-51.7% |
| Participant deferral / active EE | $3,240 | $4,374-25.9% | $4,084-20.7% | $6,396-49.3% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |