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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 | $32,180 | $150,447-78.6% | $136,298-76.4% | $147,586-78.2% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 60.02% | 1049.15%-989.1pp | 5156.27%-5096.2pp | 578.59%-518.6pp |
| Employer contribution / active EE | $1,693 | $5,256-67.8% | $4,696-63.9% | $4,876-65.3% |
| Participant deferral / active EE | $3,986 | $6,631-39.9% | $6,247-36.2% | $5,439-26.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |