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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 | $38,181 | $138,078-72.3% | $125,363-69.5% | $134,509-71.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.51% | 750.49%-767.0pp | 572.15%-588.7pp | 418.13%-434.6pp |
| Employer contribution / active EE | $2,903 | $5,245-44.6% | $4,815-39.7% | $4,741-38.8% |
| Participant deferral / active EE | $6,726 | $7,800-13.8% | $7,447-9.7% | $6,400+5.1% |
| Admin fee / account holder | $259 | $11,566-97.8% | $10,005-97.4% | $11,427-97.7% |