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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 | $12,817 | $100,073-87.2% | $85,126-84.9% | $145,877-91.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.75% | 84.11%-68.4pp | 66.63%-50.9pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,101 | $3,236-66.0% | $2,731-59.7% | $4,663-76.4% |
| Participant deferral / active EE | $2,787 | $5,294-47.4% | $4,523-38.4% | $6,691-58.4% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |