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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 | $72,855 | $138,102-47.2% | $125,381-41.9% | $134,532-45.8% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -13.14% | 750.73%-763.9pp | 572.31%-585.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $4,365 | $5,245-16.8% | $4,815-9.4% | $4,741-7.9% |
| Participant deferral / active EE | $12,983 | $7,801+66.4% | $7,448+74.3% | $6,401+102.8% |
| Admin fee / account holder | $47 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |