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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 | $87,213 | $112,933-22.8% | $90,970-4.1% | $158,982-45.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 93.81% | 215.82%-122.0pp | 134.60%-40.8pp | 302.99%-209.2pp |
| Employer contribution / active EE | $4,435 | $2,893+53.3% | $2,122+109.0% | $4,763-6.9% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $141 | $8,047-98.2% | $5,961-97.6% | $11,252-98.7% |