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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 | $38,931 | $72,071-46.0% | $68,368-43.1% | $137,256-71.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.45% | 353.14%-324.7pp | 292.57%-264.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $2,692 | $2,788-3.5% | $2,649+1.6% | $4,156-35.2% |
| Participant deferral / active EE | $10,765 | $4,410+144.1% | $4,123+161.1% | $6,407+68.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |