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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 | $12,279 | $90,691-86.5% | $76,119-83.9% | $145,884-91.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.73% | 624.52%-609.8pp | 361.25%-346.5pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,105 | $3,329-36.8% | $2,693-21.8% | $4,662-54.9% |
| Participant deferral / active EE | $4,180 | $5,167-19.1% | $4,259-1.8% | $6,690-37.5% |
| Admin fee / account holder | $163 | $8,383-98.1% | $6,421-97.5% | $13,392-98.8% |