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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 | $10,414 | $88,596-88.2% | $70,098-85.1% | $134,509-92.3% |
| Participation rate | 90.5% | 74.9%+15.5pp | 70.5%+20.0pp | 81.2%+9.2pp |
| Annual return | 0.00% | 442.67%-442.7pp | 190.76%-190.8pp | 418.13%-418.1pp |
| Employer contribution / active EE | $2,821 | $3,235-12.8% | $2,560+10.2% | $4,741-40.5% |
| Participant deferral / active EE | $6,927 | $4,772+45.2% | $3,849+80.0% | $6,400+8.2% |
| Admin fee / account holder | $12 | $10,441-99.9% | $6,266-99.8% | $11,427-99.9% |