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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 | $31,539 | $166,242-81.0% | $165,071-80.9% | $145,884-78.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.42% | 100.44%-79.0pp | 70.17%-48.8pp | 551.85%-530.4pp |
| Employer contribution / active EE | $2,155 | $5,283-59.2% | $4,347-50.4% | $4,662-53.8% |
| Participant deferral / active EE | $5,828 | $6,964-16.3% | $6,035-3.4% | $6,690-12.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |