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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 | $27,455 | $133,998-79.5% | $112,263-75.5% | $134,545-79.6% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.1%+5.9pp | 81.2%-0.3pp |
| Annual return | -13.46% | 47.17%-60.6pp | 27.49%-41.0pp | 418.37%-431.8pp |
| Employer contribution / active EE | $1,968 | $4,040-51.3% | $3,636-45.9% | $4,742-58.5% |
| Participant deferral / active EE | $2,843 | $5,292-46.3% | $4,729-39.9% | $6,401-55.6% |
| Admin fee / account holder | $22 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |