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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 | $51,139 | $154,209-66.8% | $130,062-60.7% | $139,487-63.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.43% | 32.52%-10.1pp | -137.37%+159.8pp | 373.84%-351.4pp |
| Employer contribution / active EE | $2,844 | $5,292-46.3% | $4,322-34.2% | $4,755-40.2% |
| Participant deferral / active EE | $4,059 | $6,709-39.5% | $5,821-30.3% | $6,713-39.5% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |