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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 | $68,623 | $138,102-50.3% | $125,381-45.3% | $134,532-49.0% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.27% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $4,122 | $5,245-21.4% | $4,815-14.4% | $4,741-13.1% |
| Participant deferral / active EE | $8,099 | $7,801+3.8% | $7,448+8.7% | $6,401+26.5% |
| Admin fee / account holder | $119 | $11,568-99.0% | $10,007-98.8% | $11,429-99.0% |