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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 | $42,744 | $99,079-56.9% | $78,002-45.2% | $273,972-84.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.83% | 217.93%-210.1pp | 425.99%-418.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $16,635 | $3,308+402.9% | $2,470+573.4% | $4,869+241.7% |
| Participant deferral / active EE | $14,406 | $4,306+234.5% | $3,497+312.0% | $5,287+172.5% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |