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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 | $18,697 | $75,962-75.4% | $154,108-87.9% | $64,173-70.9% |
| Participation rate | 79.3% | 70.4%+8.9pp | 83.0%-3.7pp | 69.6%+9.7pp |
| Annual return | -4.50% | 30.32%-34.8pp | 735.21%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $887 | $3,350-73.5% | $5,298-83.3% | $2,381-62.7% |
| Participant deferral / active EE | $1,670 | $3,175-47.4% | $5,081-67.1% | $3,470-51.9% |
| Admin fee / account holder | $274 | $5,589-95.1% | $13,411-98.0% | $4,887-94.4% |