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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 | $12,648 | $90,614-86.0% | $76,089-83.4% | $145,877-91.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 21.41% | 623.80%-602.4pp | 360.94%-339.5pp | 551.28%-529.9pp |
| Employer contribution / active EE | $1,388 | $3,324-58.2% | $2,690-48.4% | $4,663-70.2% |
| Participant deferral / active EE | $3,510 | $5,168-32.1% | $4,259-17.6% | $6,691-47.5% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |