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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 | $4,574 | $67,823-93.3% | $52,425-91.3% | $137,256-96.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 27.72% | 219.11%-191.4pp | 302.12%-274.4pp | 220.34%-192.6pp |
| Employer contribution / active EE | $411 | $1,163-64.7% | $914-55.1% | $4,156-90.1% |
| Participant deferral / active EE | $521 | $2,288-77.2% | $1,790-70.9% | $6,407-91.9% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |