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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 | $62,551 | $92,743-32.6% | $82,744-24.4% | $134,532-53.5% |
| Participation rate | 78.6% | 75.2%+3.4pp | 72.6%+6.0pp | 81.2%-2.7pp |
| Annual return | -20.27% | 946.63%-966.9pp | 702.22%-722.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $2,255 | $3,273-31.1% | $3,008-25.0% | $4,741-52.4% |
| Participant deferral / active EE | $7,597 | $4,802+58.2% | $4,395+72.9% | $6,401+18.7% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |