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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 | $33,455 | $106,551-68.6% | $91,225-63.3% | $134,532-75.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.53% | 160.78%-180.3pp | 114.12%-133.7pp | 418.27%-437.8pp |
| Employer contribution / active EE | $4,067 | $3,331+22.1% | $2,851+42.6% | $4,741-14.2% |
| Participant deferral / active EE | $7,536 | $4,718+59.7% | $4,233+78.0% | $6,401+17.7% |
| Admin fee / account holder | $276 | $6,234-95.6% | $5,422-94.9% | $11,429-97.6% |