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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 | $50,825 | $100,911-49.6% | $90,440-43.8% | $158,966-68.0% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $1,717 | $3,690-53.5% | $3,263-47.4% | $4,762-63.9% |
| Participant deferral / active EE | $2,997 | $4,348-31.1% | $3,964-24.4% | $5,983-49.9% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |