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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 | $13,134 | $96,388-86.4% | $80,627-83.7% | $139,466-90.6% |
| Participation rate | 93.3% | 73.6%+19.7pp | 67.0%+26.3pp | 80.3%+13.0pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $5,449 | $3,260+67.2% | $2,723+100.1% | $4,754+14.6% |
| Participant deferral / active EE | $6,692 | $5,224+28.1% | $4,443+50.6% | $6,712-0.3% |
| Admin fee / account holder | $52 | $6,603-99.2% | $5,381-99.0% | $11,409-99.5% |