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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 | $10,885 | $92,684-88.3% | $82,706-86.8% | $134,509-91.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.86% | 945.84%-965.7pp | 701.76%-721.6pp | 418.13%-438.0pp |
| Employer contribution / active EE | $5,495 | $3,272+68.0% | $3,007+82.7% | $4,741+15.9% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $38 | $5,982-99.4% | $5,329-99.3% | $11,427-99.7% |