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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 | $59,049 | $88,585-33.3% | $69,884-15.5% | $134,532-56.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 20.64% | 442.80%-422.2pp | 190.81%-170.2pp | 418.27%-397.6pp |
| Employer contribution / active EE | $783 | $3,235-75.8% | $2,560-69.4% | $4,741-83.5% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |