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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 | $50,440 | $99,644-49.4% | $86,438-41.6% | $134,532-62.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | 6787.26%-6805.0pp | 4397.19%-4414.9pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,539 | $4,402-42.3% | $3,769-32.6% | $4,741-46.5% |
| Participant deferral / active EE | $5,942 | $7,247-18.0% | $6,952-14.5% | $6,401-7.2% |
| Admin fee / account holder | $7 | $8,375-99.9% | $6,733-99.9% | $11,429-99.9% |