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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 | $60,430 | $190,862-68.3% | $159,991-62.2% | $134,509-55.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -4.32% | 552.59%-556.9pp | 408.82%-413.1pp | 418.13%-422.5pp |
| Employer contribution / active EE | $29,630 | $4,995+493.2% | $4,225+601.3% | $4,741+525.0% |
| Participant deferral / active EE | $10,170 | $6,924+46.9% | $6,183+64.5% | $6,400+58.9% |
| Admin fee / account holder | $107 | $10,495-99.0% | $8,715-98.8% | $11,427-99.1% |