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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 | $24,359 | $48,284-49.6% | $67,524-63.9% | $80,911-69.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.6%+29.1pp |
| Annual return | 81.16% | 18.27%+62.9pp | 3519.41%-3438.2pp | 35.63%+45.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8 | $3,688-99.8% | $4,001-99.8% | $6,935-99.9% |