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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 | $58,687 | $138,076-57.5% | $123,553-52.5% | $135,380-56.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.35% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,052 | $5,152-79.6% | $4,628-77.3% | $4,779-78.0% |
| Participant deferral / active EE | $5,471 | $6,800-19.5% | $6,426-14.9% | $5,609-2.5% |
| Admin fee / account holder | $294 | $10,917-97.3% | $9,284-96.8% | $10,828-97.3% |