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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 | $4,028 | $29,319-86.3% | $52,425-92.3% | $82,448-95.1% |
| Participation rate | 72.9% | 46.9%+26.0pp | 55.6%+17.3pp | 68.1%+4.8pp |
| Annual return | 21.85% | 535.20%-513.4pp | 302.12%-280.3pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $743 | $1,171-36.6% | $1,790-58.5% | $4,139-82.1% |
| Admin fee / account holder | $70 | $1,962-96.4% | $2,495-97.2% | $7,234-99.0% |