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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 | $48,781 | $180,459-73.0% | $154,108-68.3% | $135,380-64.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -7.39% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $5,387 | $6,035-10.7% | $5,298+1.7% | $4,779+12.7% |
| Participant deferral / active EE | $3,866 | $5,806-33.4% | $5,081-23.9% | $5,609-31.1% |
| Admin fee / account holder | $97 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |