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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 | $27,224 | $100,792-73.0% | $86,691-68.6% | $134,509-79.8% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.6pp | 81.2%+7.0pp |
| Annual return | -18.76% | 29.08%-47.8pp | 35.94%-54.7pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,180 | $3,491-37.5% | $2,837-23.1% | $4,741-54.0% |
| Participant deferral / active EE | $4,400 | $5,339-17.6% | $4,656-5.5% | $6,400-31.3% |
| Admin fee / account holder | $19 | $10,924-99.8% | $7,492-99.8% | $11,427-99.8% |