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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 | $22,358 | $157,276-85.8% | $141,177-84.2% | $152,885-85.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 129.12% | 64.33%+64.8pp | 71.40%+57.7pp | 345.39%-216.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,306 | $7,110-11.3% | $6,710-6.0% | $5,851+7.8% |
| Admin fee / account holder | $77 | $12,123-99.4% | $10,263-99.2% | $11,598-99.3% |