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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 | $99,396 | $138,072-28.0% | $123,549-19.5% | $135,382-26.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -6.53% | 153.69%-160.2pp | 119.20%-125.7pp | 519.77%-526.3pp |
| Employer contribution / active EE | $2,240 | $5,152-56.5% | $4,628-51.6% | $4,779-53.1% |
| Participant deferral / active EE | $6,787 | $6,799-0.2% | $6,426+5.6% | $5,609+21.0% |
| Admin fee / account holder | $57 | $10,917-99.5% | $9,284-99.4% | $10,829-99.5% |