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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 | $72,389 | $105,867-31.6% | $90,760-20.2% | $134,532-46.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 19.40% | -10.99%+30.4pp | -12.16%+31.6pp | 418.27%-398.9pp |
| Employer contribution / active EE | $1,667 | $3,464-51.9% | $2,922-43.0% | $4,741-64.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $34 | $13,936-99.8% | $8,444-99.6% | $11,429-99.7% |