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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 | $21,098 | $106,551-80.2% | $91,225-76.9% | $134,532-84.3% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -20.87% | 160.78%-181.6pp | 114.12%-135.0pp | 418.27%-439.1pp |
| Employer contribution / active EE | $2,849 | $3,331-14.5% | $2,851-0.1% | $4,741-39.9% |
| Participant deferral / active EE | $6,514 | $4,718+38.1% | $4,233+53.9% | $6,401+1.8% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |