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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 | $82,717 | $138,076-40.1% | $123,553-33.1% | $135,380-38.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.97% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $4,507 | $5,152-12.5% | $4,628-2.6% | $4,779-5.7% |
| Participant deferral / active EE | $6,863 | $6,800+0.9% | $6,426+6.8% | $5,609+22.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |