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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 | $46,300 | $96,678-52.1% | $86,640-46.6% | $139,466-66.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.87% | 106.69%-90.8pp | 592.52%-576.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $14,476 | $3,265+343.3% | $3,024+378.6% | $4,754+204.5% |
| Participant deferral / active EE | $8,768 | $4,837+81.3% | $4,438+97.5% | $6,712+30.6% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |