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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 | $36,033 | $97,732-63.1% | $83,831-57.0% | $135,380-73.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.08% | 1287.56%-1294.6pp | 850.99%-858.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,121 | $4,222-73.4% | $3,631-69.1% | $4,779-76.5% |
| Participant deferral / active EE | $2,274 | $4,683-51.4% | $4,082-44.3% | $5,609-59.5% |
| Admin fee / account holder | $16 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |