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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 | $32,939 | $88,585-62.8% | $69,884-52.9% | $134,532-75.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 442.80%-442.8pp | 190.81%-190.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $7,061 | $3,235+118.3% | $2,560+175.8% | $4,741+48.9% |
| Participant deferral / active EE | $25,421 | $4,770+433.0% | $3,848+560.6% | $6,401+297.1% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |