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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 | $15,327 | $138,102-88.9% | $125,381-87.8% | $134,532-88.6% |
| Participation rate | 73.9% | 84.5%-10.6pp | 82.4%-8.5pp | 81.2%-7.3pp |
| Annual return | -18.25% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,329 | $5,245-74.7% | $4,815-72.4% | $4,741-72.0% |
| Participant deferral / active EE | $3,119 | $7,801-60.0% | $7,448-58.1% | $6,401-51.3% |
| Admin fee / account holder | $299 | $11,568-97.4% | $10,007-97.0% | $11,429-97.4% |