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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 | $16,421 | $107,368-84.7% | $92,915-82.3% | $152,909-89.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,652 | $4,222-37.2% | $3,653-27.4% | $4,764-44.3% |
| Participant deferral / active EE | $12,594 | $4,848+159.8% | $4,238+197.2% | $5,851+115.2% |
| Admin fee / account holder | $35 | $7,082-99.5% | $5,796-99.4% | $11,601-99.7% |