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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 | $63,342 | $133,998-52.7% | $112,263-43.6% | $134,545-52.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | 0.12% | 47.17%-47.1pp | 27.49%-27.4pp | 418.37%-418.2pp |
| Employer contribution / active EE | $15,739 | $4,040+289.6% | $3,636+332.9% | $4,742+231.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |