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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 | $17,833 | $93,098-80.8% | $77,081-76.9% | $134,509-86.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -20.13% | 62.63%-82.8pp | 42.33%-62.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $665 | $3,419-80.5% | $2,813-76.4% | $4,741-86.0% |
| Participant deferral / active EE | $4,324 | $5,239-17.5% | $4,428-2.3% | $6,400-32.4% |
| Admin fee / account holder | $120 | $6,945-98.3% | $5,427-97.8% | $11,427-99.0% |