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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 | $40,889 | $73,518-44.4% | $63,005-35.1% | $147,585-72.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.05% | 175.46%-164.4pp | 87.59%-76.5pp | 578.58%-567.5pp |
| Employer contribution / active EE | $1,063 | $3,322-68.0% | $2,760-61.5% | $4,876-78.2% |
| Participant deferral / active EE | $1,936 | $4,183-53.7% | $3,329-41.8% | $5,439-64.4% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |