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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 | $15,253 | $138,102-89.0% | $125,381-87.8% | $134,532-88.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $3,621 | $5,245-31.0% | $4,815-24.8% | $4,741-23.6% |
| Participant deferral / active EE | $14,567 | $7,801+86.7% | $7,448+95.6% | $6,401+127.6% |
| Admin fee / account holder | $26 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |