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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 | $54,433 | $106,557-48.9% | $91,227-40.3% | $134,545-59.5% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -17.14% | 160.81%-178.0pp | 114.14%-131.3pp | 418.37%-435.5pp |
| Employer contribution / active EE | $13,657 | $3,332+309.9% | $2,851+379.0% | $4,742+188.0% |
| Participant deferral / active EE | $17,661 | $4,719+274.3% | $4,234+317.1% | $6,401+175.9% |
| Admin fee / account holder | $70 | $6,235-98.9% | $5,423-98.7% | $11,431-99.4% |