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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 | $26,114 | $75,962-65.6% | $154,111-83.1% | $64,173-59.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.45% | 30.32%-37.8pp | 735.18%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,007 | $3,350-40.1% | $5,298-62.1% | $2,381-15.7% |
| Participant deferral / active EE | $2,692 | $3,175-15.2% | $5,081-47.0% | $3,470-22.4% |
| Admin fee / account holder | $30 | $5,589-99.5% | $13,411-99.8% | $4,887-99.4% |