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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 | $49,201 | $82,288-40.2% | $68,794-28.5% | $134,509-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.47% | -2.19%-15.3pp | -6.37%-11.1pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,641 | $3,301-20.0% | $2,656-0.6% | $4,741-44.3% |
| Participant deferral / active EE | $4,856 | $4,738+2.5% | $3,941+23.2% | $6,400-24.1% |
| Admin fee / account holder | $7 | $6,482-99.9% | $4,934-99.9% | $11,427-99.9% |