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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 | $29,034 | $167,352-82.7% | $143,788-79.8% | $134,509-78.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.61% | 0.47%-16.1pp | -0.03%-15.6pp | 418.13%-433.7pp |
| Employer contribution / active EE | $4,323 | $5,620-23.1% | $4,952-12.7% | $4,741-8.8% |
| Participant deferral / active EE | $8,063 | $6,447+25.1% | $5,638+43.0% | $6,400+26.0% |
| Admin fee / account holder | $83 | $18,091-99.5% | $14,675-99.4% | $11,427-99.3% |