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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 | $42,104 | $113,338-62.9% | $94,993-55.7% | $147,586-71.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 107.27% | 20.80%+86.5pp | 27.14%+80.1pp | 578.59%-471.3pp |
| Employer contribution / active EE | $24,601 | $3,160+678.4% | $2,603+844.9% | $4,876+404.5% |
| Participant deferral / active EE | $16,258 | $3,777+330.4% | $3,317+390.1% | $5,439+198.9% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |