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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 | $70,227 | $160,040-56.1% | $147,096-52.3% | $145,877-51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.67% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $1,902 | $5,289-64.0% | $4,936-61.5% | $4,663-59.2% |
| Participant deferral / active EE | $3,829 | $8,429-54.6% | $8,071-52.6% | $6,691-42.8% |
| Admin fee / account holder | $31 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |