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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 | $18,199 | $96,691-81.2% | $86,656-79.0% | $139,487-87.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.84% | 106.87%-88.0pp | 593.09%-574.3pp | 373.84%-355.0pp |
| Employer contribution / active EE | $5,981 | $3,267+83.1% | $3,025+97.7% | $4,755+25.8% |
| Participant deferral / active EE | $5,000 | $4,838+3.4% | $4,439+12.6% | $6,713-25.5% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |