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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 | $34,890 | $88,815-60.7% | $81,882-57.4% | $145,897-76.1% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 14.03% | 1033.75%-1019.7pp | 779.47%-765.4pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,305 | $3,086-57.7% | $2,916-55.3% | $4,663-72.0% |
| Participant deferral / active EE | $2,673 | $4,647-42.5% | $4,323-38.2% | $6,689-60.0% |
| Admin fee / account holder | $104 | $8,434-98.8% | $7,360-98.6% | $13,390-99.2% |