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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 | $28,346 | $142,361-80.1% | $119,608-76.3% | $134,509-78.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.94% | -12.46%+9.5pp | -14.98%+12.0pp | 418.13%-421.1pp |
| Employer contribution / active EE | $6,267 | $5,224+20.0% | $4,232+48.1% | $4,741+32.2% |
| Participant deferral / active EE | $3,808 | $6,468-41.1% | $5,601-32.0% | $6,400-40.5% |
| Admin fee / account holder | $251 | $13,588-98.1% | $10,326-97.6% | $11,427-97.8% |