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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 | $36,027 | $180,459-80.0% | $154,108-76.6% | $135,380-73.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.55% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $4,989 | $6,035-17.3% | $5,298-5.8% | $4,779+4.4% |
| Participant deferral / active EE | $3,072 | $5,806-47.1% | $5,081-39.5% | $5,609-45.2% |
| Admin fee / account holder | $221 | $16,145-98.6% | $13,411-98.4% | $10,828-98.0% |