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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 | $32,833 | $93,124-64.7% | $77,100-57.4% | $134,545-75.6% |
| Participation rate | 76.2% | 74.5%+1.7pp | 67.9%+8.3pp | 81.2%-5.0pp |
| Annual return | 0.00% | 62.68%-62.7pp | 42.35%-42.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,115 | $3,421-38.2% | $2,815-24.9% | $4,742-55.4% |
| Participant deferral / active EE | $6,869 | $5,242+31.0% | $4,430+55.1% | $6,401+7.3% |
| Admin fee / account holder | $232 | $6,970-96.7% | $5,443-95.7% | $11,431-98.0% |