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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 | $72,175 | $110,830-34.9% | $86,625-16.7% | $167,553-56.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 0.00% | 116.99%-117.0pp | 63.52%-63.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $1,773 | $3,245-45.4% | $2,496-29.0% | $4,840-63.4% |
| Participant deferral / active EE | $10,718 | $4,548+135.7% | $3,700+189.7% | $6,343+69.0% |
| Admin fee / account holder | $5 | $8,420-99.9% | $5,830-99.9% | $12,316-100.0% |