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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 | $23,597 | $138,078-82.9% | $125,363-81.2% | $134,509-82.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.79% | 750.49%-767.3pp | 572.15%-588.9pp | 418.13%-434.9pp |
| Employer contribution / active EE | $16,561 | $5,245+215.8% | $4,815+244.0% | $4,741+249.4% |
| Participant deferral / active EE | $39,018 | $7,800+400.2% | $7,447+423.9% | $6,400+509.6% |
| Admin fee / account holder | $222 | $11,566-98.1% | $10,005-97.8% | $11,427-98.1% |