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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 | $16,461 | $95,917-82.8% | $79,583-79.3% | $134,545-87.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -0.07% | -2.70%+2.6pp | 0.16%-0.2pp | 418.37%-418.4pp |
| Employer contribution / active EE | $5,932 | $3,129+89.6% | $2,414+145.8% | $4,742+25.1% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7 | $9,132-99.9% | $6,835-99.9% | $11,431-99.9% |