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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 | $46,332 | $100,811-54.0% | $86,698-46.6% | $134,545-65.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.70% | 29.11%-38.8pp | 35.96%-45.7pp | 418.37%-428.1pp |
| Employer contribution / active EE | $5,467 | $3,490+56.6% | $2,837+92.7% | $4,742+15.3% |
| Participant deferral / active EE | $5,871 | $5,339+10.0% | $4,656+26.1% | $6,401-8.3% |
| Admin fee / account holder | $200 | $10,926-98.2% | $7,492-97.3% | $11,431-98.2% |