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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 | $33,302 | $190,843-82.6% | $159,981-79.2% | $134,493-75.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.80% | 552.37%-554.2pp | 408.70%-410.5pp | 418.01%-419.8pp |
| Employer contribution / active EE | $2,428 | $4,993-51.4% | $4,224-42.5% | $4,740-48.8% |
| Participant deferral / active EE | $5,965 | $6,923-13.8% | $6,182-3.5% | $6,400-6.8% |
| Admin fee / account holder | $25 | $10,475-99.8% | $8,700-99.7% | $11,425-99.8% |