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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 | $65,076 | $133,998-51.4% | $112,263-42.0% | $134,545-51.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.15% | 47.17%-65.3pp | 27.49%-45.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $8,814 | $4,040+118.2% | $3,636+142.4% | $4,742+85.9% |
| Participant deferral / active EE | $2,359 | $5,292-55.4% | $4,729-50.1% | $6,401-63.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |