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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 | $27,302 | $67,352-59.5% | $60,899-55.2% | $134,509-79.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.64% | 49.99%-68.6pp | 16.92%-35.6pp | 418.13%-436.8pp |
| Employer contribution / active EE | $3,043 | $3,098-1.8% | $2,702+12.6% | $4,741-35.8% |
| Participant deferral / active EE | $2,587 | $4,539-43.0% | $3,817-32.2% | $6,400-59.6% |
| Admin fee / account holder | $82 | $4,585-98.2% | $3,225-97.5% | $11,427-99.3% |