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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 | $31,771 | $135,645-76.6% | $110,243-71.2% | $135,379-76.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -7.95% | 513.24%-521.2pp | 314.76%-322.7pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,775 | $4,907-63.8% | $3,827-53.6% | $4,779-62.9% |
| Participant deferral / active EE | $4,516 | $5,507-18.0% | $4,672-3.3% | $5,609-19.5% |
| Admin fee / account holder | $286 | $11,458-97.5% | $8,548-96.7% | $10,828-97.4% |