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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 | $37,467 | $105,861-64.6% | $90,756-58.7% | $134,509-72.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.75% | -10.99%-8.8pp | -12.16%-7.6pp | 418.13%-437.9pp |
| Employer contribution / active EE | $988 | $3,463-71.5% | $2,922-66.2% | $4,741-79.2% |
| Participant deferral / active EE | $8,608 | $5,217+65.0% | $4,565+88.6% | $6,400+34.5% |
| Admin fee / account holder | $154 | $13,938-98.9% | $8,445-98.2% | $11,427-98.7% |