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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 | $43,422 | $78,694-44.8% | $67,652-35.8% | $125,389-65.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.27% | 9.46%-10.7pp | 6625.40%-6626.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,406 | $3,044-53.8% | $2,266-38.0% | $4,866-71.1% |
| Participant deferral / active EE | $1,406 | $4,292-67.3% | $3,560-60.5% | $5,352-73.7% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |