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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 | $108,183 | $138,102-21.7% | $125,381-13.7% | $134,532-19.6% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -17.02% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,245 | $5,245-38.1% | $4,815-32.6% | $4,741-31.6% |
| Participant deferral / active EE | $7,183 | $7,801-7.9% | $7,448-3.6% | $6,401+12.2% |
| Admin fee / account holder | $26 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |