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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 | $27,310 | $82,314-66.8% | $68,808-60.3% | $134,532-79.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $12,351 | $3,301+274.1% | $2,656+365.1% | $4,741+160.5% |
| Participant deferral / active EE | $12,351 | $4,740+160.6% | $3,942+213.3% | $6,401+93.0% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |