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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 | $36,440 | $158,852-77.1% | $121,220-69.9% | $135,380-73.1% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.8%+8.2pp | 82.6%-2.6pp |
| Annual return | 0.00% | -0.64%+0.6pp | 16.94%-16.9pp | 519.81%-519.8pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,966 | $4,006-1.0% | $3,345+18.6% | $5,609-29.3% |
| Admin fee / account holder | $105 | $6,515-98.4% | $5,021-97.9% | $10,828-99.0% |