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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 | $41,861 | $83,908-50.1% | $68,509-38.9% | $125,389-66.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.47% | 14.48%-14.9pp | 8.27%-8.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $1,835 | $3,031-39.5% | $2,278-19.5% | $4,866-62.3% |
| Participant deferral / active EE | $6,685 | $4,125+62.1% | $3,382+97.6% | $5,352+24.9% |
| Admin fee / account holder | $289 | $8,982-96.8% | $5,275-94.5% | $9,541-97.0% |