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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 | $40,847 | $180,459-77.4% | $154,108-73.5% | $135,380-69.8% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -6.33% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,750 | $6,035-71.0% | $5,298-67.0% | $4,779-63.4% |
| Participant deferral / active EE | $3,671 | $5,806-36.8% | $5,081-27.7% | $5,609-34.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |