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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 | $29,132 | $167,362-82.6% | $143,799-79.7% | $134,532-78.3% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -19.10% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,212 | $5,620-60.6% | $4,952-55.3% | $4,741-53.3% |
| Participant deferral / active EE | $4,562 | $6,447-29.2% | $5,638-19.1% | $6,401-28.7% |
| Admin fee / account holder | $291 | $18,094-98.4% | $14,677-98.0% | $11,429-97.5% |