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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 | $19,039 | $175,231-89.1% | $149,696-87.3% | $139,466-86.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 166.77%-166.8pp | 134.46%-134.5pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,368 | $5,478-75.0% | $4,821-71.6% | $4,754-71.2% |
| Participant deferral / active EE | $3,883 | $6,521-40.5% | $5,682-31.7% | $6,712-42.1% |
| Admin fee / account holder | $111 | $16,155-99.3% | $13,212-99.2% | $11,409-99.0% |