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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 | $4,967 | $27,936-82.2% | $58,561-91.5% | $75,173-93.4% |
| Participation rate | 84.3% | 38.8%+45.5pp | 50.9%+33.4pp | 67.2%+17.1pp |
| Annual return | 0.00% | 44.21%-44.2pp | 4251.33%-4251.3pp | 160.72%-160.7pp |
| Employer contribution / active EE | $392 | $670-41.4% | $1,053-62.8% | $2,671-85.3% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $21 | $1,727-98.8% | $2,520-99.2% | $5,651-99.6% |