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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 | $24,330 | $82,630-70.6% | $64,105-62.0% | $125,389-80.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 0.61% | 1489.72%-1489.1pp | 791.24%-790.6pp | 282.24%-281.6pp |
| Employer contribution / active EE | $4,264 | $2,671+59.6% | $1,820+134.3% | $4,866-12.4% |
| Participant deferral / active EE | $1,105 | $3,608-69.4% | $2,822-60.8% | $5,352-79.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |