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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 | $26,236 | $108,701-75.9% | $74,723-64.9% | $152,909-82.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 27.35% | 114.12%-86.8pp | 753.18%-725.8pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,988 | $1,504+32.1% | $1,084+83.3% | $4,764-58.3% |
| Participant deferral / active EE | $6,849 | $2,709+152.8% | $1,962+249.1% | $5,851+17.0% |
| Admin fee / account holder | $0 | $4,906-100.0% | $3,335-100.0% | $11,601-100.0% |