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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 | $29,946 | $138,102-78.3% | $125,381-76.1% | $134,532-77.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.54% | 750.73%-769.3pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,250 | $5,245-38.0% | $4,815-32.5% | $4,741-31.5% |
| Participant deferral / active EE | $12,311 | $7,801+57.8% | $7,448+65.3% | $6,401+92.3% |
| Admin fee / account holder | $90 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |