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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 | $35,786 | $90,617-60.5% | $79,476-55.0% | $135,382-73.6% |
| Participation rate | 76.5% | 76.1%+0.4pp | 73.3%+3.1pp | 82.6%-6.2pp |
| Annual return | -8.68% | 977.57%-986.2pp | 718.21%-726.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $2,751 | $3,068-10.3% | $2,800-1.8% | $4,779-42.4% |
| Participant deferral / active EE | $6,582 | $4,050+62.5% | $3,704+77.7% | $5,609+17.4% |
| Admin fee / account holder | $14 | $5,907-99.8% | $5,113-99.7% | $10,829-99.9% |