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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 | $19,602 | $83,908-76.6% | $68,509-71.4% | $125,389-84.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.04% | 14.48%-14.5pp | 8.27%-8.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,823 | $4,125-55.8% | $3,382-46.1% | $5,352-65.9% |
| Admin fee / account holder | $170 | $8,982-98.1% | $5,275-96.8% | $9,541-98.2% |