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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 | $22,849 | $134,001-82.9% | $112,258-79.6% | $134,509-83.0% |
| Participation rate | 93.3% | 78.6%+14.8pp | 75.1%+18.3pp | 81.2%+12.1pp |
| Annual return | -14.91% | 47.15%-62.1pp | 27.47%-42.4pp | 418.13%-433.0pp |
| Employer contribution / active EE | $2,167 | $4,039-46.4% | $3,636-40.4% | $4,741-54.3% |
| Participant deferral / active EE | $2,570 | $5,291-51.4% | $4,728-45.6% | $6,400-59.8% |
| Admin fee / account holder | $118 | $7,491-98.4% | $6,411-98.2% | $11,427-99.0% |