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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 | $42,857 | $92,707-53.8% | $82,726-48.2% | $134,493-68.1% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -15.26% | 945.12%-960.4pp | 701.33%-716.6pp | 418.01%-433.3pp |
| Employer contribution / active EE | $840 | $3,274-74.3% | $3,009-72.1% | $4,740-82.3% |
| Participant deferral / active EE | $5,482 | $4,801+14.2% | $4,394+24.8% | $6,400-14.3% |
| Admin fee / account holder | $8 | $5,980-99.9% | $5,328-99.8% | $11,425-99.9% |