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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 | $78,422 | $211,946-63.0% | $169,452-53.7% | $135,380-42.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.26% | 3.26%-5.5pp | 1.83%-4.1pp | 519.81%-522.1pp |
| Employer contribution / active EE | $2,629 | $5,117-48.6% | $4,157-36.7% | $4,779-45.0% |
| Participant deferral / active EE | $4,116 | $6,075-32.2% | $5,277-22.0% | $5,609-26.6% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |