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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 | $57,410 | $97,761-41.3% | $83,850-31.5% | $135,382-57.6% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -7.57% | 1287.44%-1295.0pp | 850.92%-858.5pp | 519.77%-527.3pp |
| Employer contribution / active EE | $10,848 | $4,222+157.0% | $3,631+198.8% | $4,779+127.0% |
| Participant deferral / active EE | $7,017 | $4,682+49.9% | $4,082+71.9% | $5,609+25.1% |
| Admin fee / account holder | $13 | $6,674-99.8% | $5,478-99.8% | $10,829-99.9% |