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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 | $19,258 | $152,591-87.4% | $117,529-83.6% | $134,545-85.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 0.00% | 53.04%-53.0pp | 29.77%-29.8pp | 418.37%-418.4pp |
| Employer contribution / active EE | $12,403 | $5,576+122.4% | $4,179+196.8% | $4,742+161.6% |
| Participant deferral / active EE | $6,951 | $4,821+44.2% | $4,072+70.7% | $6,401+8.6% |
| Admin fee / account holder | $3 | $7,004-100.0% | $5,645-99.9% | $11,431-100.0% |