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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 | $203,541 | $109,967+85.1% | $97,197+109.4% | $145,877+39.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 54.15% | 244.27%-190.1pp | 75.47%-21.3pp | 551.28%-497.1pp |
| Employer contribution / active EE | $1,093 | $3,077-64.5% | $2,723-59.9% | $4,663-76.6% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5 | $6,199-99.9% | $5,637-99.9% | $13,402-100.0% |