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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 | $27,214 | $95,917-71.6% | $79,583-65.8% | $134,545-79.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.63% | -2.70%+4.3pp | 0.16%+1.5pp | 418.37%-416.7pp |
| Employer contribution / active EE | $1,151 | $3,129-63.2% | $2,414-52.3% | $4,742-75.7% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |