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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 | $25,153 | $92,766-72.9% | $82,763-69.6% | $134,545-81.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | 0.00% | 946.97%-947.0pp | 702.45%-702.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $1,652 | $3,273-49.5% | $3,008-45.1% | $4,742-65.2% |
| Participant deferral / active EE | $8,428 | $4,802+75.5% | $4,395+91.8% | $6,401+31.7% |
| Admin fee / account holder | $5 | $5,978-99.9% | $5,325-99.9% | $11,431-100.0% |