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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 | $81,306 | $138,072-41.1% | $123,549-34.2% | $135,382-39.9% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -4.24% | 153.69%-157.9pp | 119.20%-123.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $2,412 | $5,152-53.2% | $4,628-47.9% | $4,779-49.5% |
| Participant deferral / active EE | $4,387 | $6,799-35.5% | $6,426-31.7% | $5,609-21.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |