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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 | $69,641 | $138,072-49.6% | $123,549-43.6% | $135,382-48.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.93% | 153.69%-162.6pp | 119.20%-128.1pp | 519.77%-528.7pp |
| Employer contribution / active EE | $4,711 | $5,152-8.6% | $4,628+1.8% | $4,779-1.4% |
| Participant deferral / active EE | $9,995 | $6,799+47.0% | $6,426+55.6% | $5,609+78.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |