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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 | $19,564 | $133,981-85.4% | $112,249-82.6% | $134,532-85.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.68% | 47.16%-60.8pp | 27.48%-41.2pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,373 | $4,040-66.0% | $3,636-62.2% | $4,741-71.0% |
| Participant deferral / active EE | $1,801 | $5,292-66.0% | $4,729-61.9% | $6,401-71.9% |
| Admin fee / account holder | $297 | $7,492-96.0% | $6,412-95.4% | $11,429-97.4% |