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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 | $18,334 | $64,311-71.5% | $57,356-68.0% | $125,389-85.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -1.35% | 25.14%-26.5pp | 24.41%-25.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $4,386 | $3,193+37.4% | $2,689+63.1% | $4,866-9.9% |
| Participant deferral / active EE | $8,649 | $3,846+124.9% | $3,162+173.5% | $5,352+61.6% |
| Admin fee / account holder | $32 | $5,243-99.4% | $3,357-99.1% | $9,541-99.7% |