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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 | $122,859 | $190,879-35.6% | $160,009-23.2% | $134,532-8.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.90% | 552.63%-563.5pp | 408.85%-419.7pp | 418.27%-429.2pp |
| Employer contribution / active EE | $5,410 | $4,995+8.3% | $4,225+28.0% | $4,741+14.1% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $147 | $10,495-98.6% | $8,715-98.3% | $11,429-98.7% |