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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 | $61,749 | $106,557-42.1% | $91,227-32.3% | $134,545-54.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -5.54% | 160.81%-166.4pp | 114.14%-119.7pp | 418.37%-423.9pp |
| Employer contribution / active EE | $785 | $3,332-76.5% | $2,851-72.5% | $4,742-83.5% |
| Participant deferral / active EE | $1,402 | $4,719-70.3% | $4,234-66.9% | $6,401-78.1% |
| Admin fee / account holder | $5 | $6,235-99.9% | $5,423-99.9% | $11,431-100.0% |