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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 | $40,301 | $114,130-64.7% | $96,192-58.1% | $167,553-75.9% |
| Participation rate | 93.8% | 75.1%+18.7pp | 68.4%+25.3pp | 82.1%+11.6pp |
| Annual return | 27.14% | 190.07%-162.9pp | 192.09%-165.0pp | 478.89%-451.8pp |
| Employer contribution / active EE | $332 | $3,431-90.3% | $2,799-88.1% | $4,840-93.1% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $6,901-100.0% | $5,539-100.0% | $12,316-100.0% |