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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 | $1,516 | $76,634-98.0% | $56,054-97.3% | $145,978-99.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 23.46% | 3004.33%-2980.9pp | 1705.95%-1682.5pp | 550.52%-527.1pp |
| Employer contribution / active EE | $685 | $1,380-50.4% | $1,039-34.1% | $4,662-85.3% |
| Participant deferral / active EE | $791 | $2,622-69.8% | $1,952-59.5% | $6,690-88.2% |
| Admin fee / account holder | $78 | $3,321-97.7% | $2,822-97.2% | $13,400-99.4% |