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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 | $32,388 | $105,145-69.2% | $94,664-65.8% | $139,466-76.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,571 | $4,107-61.7% | $3,673-57.2% | $4,754-66.9% |
| Participant deferral / active EE | $4,041 | $7,599-46.8% | $7,417-45.5% | $6,712-39.8% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |