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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 | $22,877 | $54,380-57.9% | $68,509-66.6% | $59,633-61.6% |
| Participation rate | 82.1% | 70.2%+11.9pp | 74.7%+7.3pp | 68.7%+13.4pp |
| Annual return | -1.53% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,481 | $2,643-44.0% | $3,382-56.2% | $3,192-53.6% |
| Admin fee / account holder | $120 | $3,885-96.9% | $5,275-97.7% | $4,297-97.2% |