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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 | $7,710 | $84,551-90.9% | $61,452-87.5% | $134,532-94.3% |
| Participation rate | 76.9% | 62.2%+14.7pp | 52.6%+24.4pp | 81.2%-4.3pp |
| Annual return | -19.19% | 585.39%-604.6pp | 338.96%-358.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,206 | $1,545-21.9% | $1,160+4.0% | $4,741-74.6% |
| Participant deferral / active EE | $3,455 | $2,818+22.6% | $2,125+62.6% | $6,401-46.0% |
| Admin fee / account holder | $24 | $2,587-99.1% | $2,131-98.9% | $11,429-99.8% |