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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 | $100,446 | $108,695-7.6% | $74,722+34.4% | $152,897-34.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 40.93% | 114.11%-73.2pp | 753.11%-712.2pp | 345.43%-304.5pp |
| Employer contribution / active EE | $222 | $1,504-85.2% | $1,084-79.5% | $4,764-95.3% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,599-100.0% |