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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 | $53,416 | $91,537-41.6% | $130,045-58.9% | $75,173-28.9% |
| Participation rate | 85.3% | 71.5%+13.8pp | 78.5%+6.8pp | 67.2%+18.1pp |
| Annual return | 16.91% | -631.55%+648.5pp | -137.30%+154.2pp | 160.72%-143.8pp |
| Employer contribution / active EE | $8,341 | $2,845+193.2% | $4,321+93.0% | $2,671+212.3% |
| Participant deferral / active EE | $2,704 | $4,343-37.7% | $5,820-53.5% | $4,126-34.5% |
| Admin fee / account holder | $7 | $6,780-99.9% | $10,600-99.9% | $5,651-99.9% |