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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 | $86,937 | $180,462-51.8% | $154,111-43.6% | $135,379-35.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.32% | 888.17%-895.5pp | 735.18%-742.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $7,498 | $6,036+24.2% | $5,298+41.5% | $4,779+56.9% |
| Participant deferral / active EE | $3,734 | $5,806-35.7% | $5,081-26.5% | $5,609-33.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |