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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 | $29,573 | $142,392-79.2% | $119,622-75.3% | $134,532-78.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | -12.46%-3.1pp | -14.98%-0.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $3,222 | $5,224-38.3% | $4,232-23.9% | $4,741-32.0% |
| Participant deferral / active EE | $5,632 | $6,467-12.9% | $5,601+0.6% | $6,401-12.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |