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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 | $52,938 | $84,685-37.5% | $73,836-28.3% | $125,389-57.8% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -3.31% | 3123.80%-3127.1pp | 2268.06%-2271.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $855 | $3,123-72.6% | $2,787-69.3% | $4,866-82.4% |
| Participant deferral / active EE | $1,736 | $3,993-56.5% | $3,583-51.5% | $5,352-67.6% |
| Admin fee / account holder | $180 | $5,694-96.8% | $4,882-96.3% | $9,541-98.1% |