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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 | $73,015 | $138,076-47.1% | $123,553-40.9% | $135,380-46.1% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -8.70% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $1,208 | $5,152-76.5% | $4,628-73.9% | $4,779-74.7% |
| Participant deferral / active EE | $2,508 | $6,800-63.1% | $6,426-61.0% | $5,609-55.3% |
| Admin fee / account holder | $121 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |