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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 | $22,988 | $211,946-89.2% | $169,452-86.4% | $135,379-83.0% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -3.33% | 3.26%-6.6pp | 1.83%-5.2pp | 519.79%-523.1pp |
| Employer contribution / active EE | $4,001 | $5,117-21.8% | $4,157-3.7% | $4,779-16.3% |
| Participant deferral / active EE | $3,674 | $6,075-39.5% | $5,277-30.4% | $5,609-34.5% |
| Admin fee / account holder | $193 | $11,472-98.3% | $9,110-97.9% | $10,828-98.2% |