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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 | $30,310 | $138,076-78.0% | $123,553-75.5% | $135,380-77.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.90% | 153.70%-162.6pp | 119.21%-128.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $2,650 | $5,152-48.6% | $4,628-42.7% | $4,779-44.6% |
| Participant deferral / active EE | $5,811 | $6,800-14.5% | $6,426-9.6% | $5,609+3.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |