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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 | $27,092 | $106,008-74.4% | $92,240-70.6% | $147,586-81.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.19% | 50.05%-32.9pp | 176.29%-159.1pp | 578.59%-561.4pp |
| Employer contribution / active EE | $10,940 | $4,333+152.5% | $3,680+197.3% | $4,876+124.3% |
| Participant deferral / active EE | $5,699 | $4,478+27.3% | $3,897+46.2% | $5,439+4.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |