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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 | $27,052 | $138,078-80.4% | $125,363-78.4% | $134,509-79.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.42% | 750.49%-768.9pp | 572.15%-590.6pp | 418.13%-436.5pp |
| Employer contribution / active EE | $2,601 | $5,245-50.4% | $4,815-46.0% | $4,741-45.1% |
| Participant deferral / active EE | $3,187 | $7,800-59.1% | $7,447-57.2% | $6,400-50.2% |
| Admin fee / account holder | $54 | $11,566-99.5% | $10,005-99.5% | $11,427-99.5% |