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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 | $43,451 | $90,607-52.0% | $79,467-45.3% | $135,380-67.9% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -8.16% | 977.74%-985.9pp | 718.30%-726.5pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,645 | $4,050+39.4% | $3,704+52.4% | $5,609+0.6% |
| Admin fee / account holder | $13 | $5,895-99.8% | $5,104-99.7% | $10,828-99.9% |