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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 | $64,226 | $106,894-39.9% | $84,016-23.6% | $152,870-58.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 39.31% | 104.99%-65.7pp | 71.31%-32.0pp | 345.34%-306.0pp |
| Employer contribution / active EE | $17,860 | $2,734+553.2% | $1,983+800.5% | $4,763+275.0% |
| Participant deferral / active EE | $13,431 | $4,011+234.8% | $3,239+314.7% | $5,850+129.6% |
| Admin fee / account holder | $0 | $8,286-100.0% | $6,101-100.0% | $11,597-100.0% |