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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 | $92,398 | $168,635-45.2% | $147,617-37.4% | $125,389-26.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.92% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $3,433 | $6,252-45.1% | $5,564-38.3% | $4,866-29.5% |
| Participant deferral / active EE | $6,204 | $5,507+12.7% | $4,895+26.7% | $5,352+15.9% |
| Admin fee / account holder | -$113 | $13,580-100.8% | $11,612-101.0% | $9,541-101.2% |