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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 | $76,508 | $100,895-24.2% | $90,430-15.4% | $158,950-51.9% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.7%+17.3pp | 82.0%+8.0pp |
| Annual return | 82.70% | 1725.54%-1642.8pp | 1293.73%-1211.0pp | 302.91%-220.2pp |
| Employer contribution / active EE | $746 | $3,689-79.8% | $3,262-77.1% | $4,762-84.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |