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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 | $100,299 | $180,459-44.4% | $154,108-34.9% | $135,380-25.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -7.31% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $3,468 | $6,035-42.5% | $5,298-34.5% | $4,779-27.4% |
| Participant deferral / active EE | $6,047 | $5,806+4.1% | $5,081+19.0% | $5,609+7.8% |
| Admin fee / account holder | $194 | $16,145-98.8% | $13,411-98.6% | $10,828-98.2% |