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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 | $14,824 | $32,117-53.8% | $71,089-79.1% | $64,173-76.9% |
| Participation rate | 96.4% | 42.7%+53.7pp | 54.6%+41.8pp | 69.6%+26.9pp |
| Annual return | -5.52% | -5.57%+0.1pp | 650.65%-656.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,530 | $712+255.3% | $1,088+132.6% | $2,381+6.3% |
| Participant deferral / active EE | $875 | $1,263-30.7% | $1,873-53.3% | $3,470-74.8% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |