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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 | $63,546 | $93,117-31.8% | $77,096-17.6% | $134,532-52.8% |
| Participation rate | 86.7% | 74.5%+12.2pp | 67.9%+18.7pp | 81.2%+5.4pp |
| Annual return | -10.50% | 62.67%-73.2pp | 42.35%-52.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $6,101 | $3,420+78.4% | $2,814+116.8% | $4,741+28.7% |
| Participant deferral / active EE | $6,083 | $5,241+16.1% | $4,429+37.3% | $6,401-5.0% |
| Admin fee / account holder | $226 | $6,948-96.8% | $5,428-95.8% | $11,429-98.0% |