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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 | $4,201 | $27,639-84.8% | $61,501-93.2% | $68,490-93.9% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -21.06% | -13.19%-7.9pp | 339.04%-360.1pp | -7.85%-13.2pp |
| Employer contribution / active EE | $536 | $696-23.0% | $1,160-53.8% | $2,597-79.4% |
| Participant deferral / active EE | $1,854 | $1,264+46.7% | $2,125-12.7% | $4,028-54.0% |
| Admin fee / account holder | $41 | $2,012-98.0% | $2,132-98.1% | $5,403-99.2% |