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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 | $23,269 | $138,076-83.1% | $123,553-81.2% | $135,380-82.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.33% | 153.70%-158.0pp | 119.21%-123.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $10,619 | $5,152+106.1% | $4,628+129.4% | $4,779+122.2% |
| Participant deferral / active EE | $3,992 | $6,800-41.3% | $6,426-37.9% | $5,609-28.8% |
| Admin fee / account holder | $183 | $10,917-98.3% | $9,284-98.0% | $10,828-98.3% |