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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 | $36,450 | $138,076-73.6% | $123,553-70.5% | $135,380-73.1% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -6.78% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $3,735 | $5,152-27.5% | $4,628-19.3% | $4,779-21.9% |
| Participant deferral / active EE | $7,698 | $6,800+13.2% | $6,426+19.8% | $5,609+37.2% |
| Admin fee / account holder | $233 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |