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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 | $13,560 | $54,370-75.1% | $82,763-83.6% | $68,490-80.2% |
| Participation rate | 91.1% | 63.9%+27.2pp | 72.6%+18.5pp | 67.9%+23.2pp |
| Annual return | -18.27% | -13.67%-4.6pp | 702.45%-720.7pp | -7.85%-10.4pp |
| Employer contribution / active EE | $1,450 | $2,219-34.6% | $3,008-51.8% | $2,597-44.2% |
| Participant deferral / active EE | $1,989 | $3,247-38.8% | $4,395-54.8% | $4,028-50.6% |
| Admin fee / account holder | $5 | $4,398-99.9% | $5,325-99.9% | $5,403-99.9% |