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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 | $23,195 | $69,541-66.6% | $59,899-61.3% | $135,380-82.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -8.49% | 7.95%-16.4pp | 3.46%-11.9pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,659 | $3,236-48.7% | $2,723-39.1% | $4,779-65.3% |
| Participant deferral / active EE | $3,882 | $4,206-7.7% | $3,402+14.1% | $5,609-30.8% |
| Admin fee / account holder | $51 | $5,737-99.1% | $3,592-98.6% | $10,828-99.5% |