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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 | $11,933 | $90,607-86.8% | $79,467-85.0% | $135,380-91.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | 4.90% | 977.74%-972.8pp | 718.30%-713.4pp | 519.81%-514.9pp |
| Employer contribution / active EE | $1,087 | $3,068-64.6% | $2,800-61.2% | $4,779-77.3% |
| Participant deferral / active EE | $1,255 | $4,050-69.0% | $3,704-66.1% | $5,609-77.6% |
| Admin fee / account holder | $14 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |