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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 | $16,089 | $95,188-83.1% | $76,518-79.0% | $135,380-88.1% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -8.84% | 4.85%-13.7pp | -0.27%-8.6pp | 519.81%-528.6pp |
| Employer contribution / active EE | $263 | $3,303-92.0% | $2,647-90.1% | $4,779-94.5% |
| Participant deferral / active EE | $6,595 | $4,640+42.1% | $3,836+71.9% | $5,609+17.6% |
| Admin fee / account holder | $125 | $6,249-98.0% | $4,849-97.4% | $10,828-98.8% |