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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 | $136,513 | $75,832+80.0% | $147,618-7.5% | $59,633+128.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -1.30% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.40%-2042.7pp |
| Employer contribution / active EE | $6,762 | $3,485+94.0% | $5,565+21.5% | $2,203+207.0% |
| Participant deferral / active EE | $6,133 | $3,131+95.9% | $4,895+25.3% | $3,192+92.2% |
| Admin fee / account holder | $7 | $5,986-99.9% | $11,612-99.9% | $4,297-99.8% |