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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 | $85,235 | $167,352-49.1% | $143,788-40.7% | $134,509-36.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -15.77% | 0.47%-16.2pp | -0.03%-15.7pp | 418.13%-433.9pp |
| Employer contribution / active EE | $1,332 | $5,620-76.3% | $4,952-73.1% | $4,741-71.9% |
| Participant deferral / active EE | $4,250 | $6,447-34.1% | $5,638-24.6% | $6,400-33.6% |
| Admin fee / account holder | $100 | $18,091-99.4% | $14,675-99.3% | $11,427-99.1% |