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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 | $218,382 | $95,188+129.4% | $76,518+185.4% | $135,379+61.3% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -1.38% | 4.85%-6.2pp | -0.27%-1.1pp | 519.79%-521.2pp |
| Employer contribution / active EE | $564 | $3,303-82.9% | $2,647-78.7% | $4,779-88.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $83 | $6,249-98.7% | $4,849-98.3% | $10,828-99.2% |