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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 | $46,864 | $27,639+69.6% | $61,501-23.8% | $68,490-31.6% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -9.92% | -13.19%+3.3pp | 339.04%-349.0pp | -7.85%-2.1pp |
| Employer contribution / active EE | $1,940 | $696+178.7% | $1,160+67.3% | $2,597-25.3% |
| Participant deferral / active EE | $6,488 | $1,264+413.4% | $2,125+205.4% | $4,028+61.1% |
| Admin fee / account holder | $26 | $2,012-98.7% | $2,132-98.8% | $5,403-99.5% |