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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 | $11,960 | $84,464-85.8% | $61,399-80.5% | $134,509-91.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.58% | 585.06%-605.6pp | 338.81%-359.4pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,405 | $1,545-9.1% | $1,159+21.1% | $4,741-70.4% |
| Participant deferral / active EE | $4,017 | $2,818+42.6% | $2,124+89.1% | $6,400-37.2% |
| Admin fee / account holder | $67 | $2,587-97.4% | $2,131-96.9% | $11,427-99.4% |