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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 | $26,016 | $142,361-81.7% | $119,608-78.2% | $134,509-80.7% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -18.22% | -12.46%-5.8pp | -14.98%-3.2pp | 418.13%-436.4pp |
| Employer contribution / active EE | $5,415 | $5,224+3.7% | $4,232+27.9% | $4,741+14.2% |
| Participant deferral / active EE | $7,086 | $6,468+9.6% | $5,601+26.5% | $6,400+10.7% |
| Admin fee / account holder | $146 | $13,588-98.9% | $10,326-98.6% | $11,427-98.7% |