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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 | $49,144 | $168,635-70.9% | $147,617-66.7% | $125,389-60.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.34% | 77.65%-80.0pp | 61.98%-64.3pp | 282.24%-284.6pp |
| Employer contribution / active EE | $5,273 | $6,252-15.7% | $5,564-5.2% | $4,866+8.4% |
| Participant deferral / active EE | $4,769 | $5,507-13.4% | $4,895-2.6% | $5,352-10.9% |
| Admin fee / account holder | $270 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |