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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 | $33,173 | $150,447-78.0% | $136,298-75.7% | $147,586-77.5% |
| Participation rate | 76.5% | 84.4%-8.0pp | 81.9%-5.5pp | 82.8%-6.4pp |
| Annual return | 0.00% | 1049.15%-1049.2pp | 5156.27%-5156.3pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,617 | $5,256-69.2% | $4,696-65.6% | $4,876-66.8% |
| Participant deferral / active EE | $6,061 | $6,631-8.6% | $6,247-3.0% | $5,439+11.4% |
| Admin fee / account holder | $22 | $10,906-99.8% | $9,244-99.8% | $10,886-99.8% |