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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 | $30,944 | $138,078-77.6% | $125,363-75.3% | $134,509-77.0% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -18.99% | 750.49%-769.5pp | 572.15%-591.1pp | 418.13%-437.1pp |
| Employer contribution / active EE | $2,812 | $5,245-46.4% | $4,815-41.6% | $4,741-40.7% |
| Participant deferral / active EE | $5,951 | $7,800-23.7% | $7,447-20.1% | $6,400-7.0% |
| Admin fee / account holder | $11 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |