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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 | $47,133 | $138,102-65.9% | $125,381-62.4% | $134,532-65.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $15,493 | $5,245+195.4% | $4,815+221.7% | $4,741+226.8% |
| Participant deferral / active EE | $29,667 | $7,801+280.3% | $7,448+298.3% | $6,401+363.5% |
| Admin fee / account holder | $103 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |