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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 | $19,071 | $100,811-81.1% | $86,698-78.0% | $134,545-85.8% |
| Participation rate | 91.7% | 79.0%+12.7pp | 76.6%+15.1pp | 81.2%+10.4pp |
| Annual return | -18.96% | 29.11%-48.1pp | 35.96%-54.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $2,199 | $3,490-37.0% | $2,837-22.5% | $4,742-53.6% |
| Participant deferral / active EE | $4,742 | $5,339-11.2% | $4,656+1.8% | $6,401-25.9% |
| Admin fee / account holder | $206 | $10,926-98.1% | $7,492-97.2% | $11,431-98.2% |