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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 | $27,431 | $90,448-69.7% | $93,786-70.8% | $134,545-79.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -20.41% | -15.71%-4.7pp | -11.32%-9.1pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,868 | $4,349-57.1% | $4,328-56.8% | $4,742-60.6% |
| Participant deferral / active EE | $4,276 | $5,983-28.5% | $6,100-29.9% | $6,401-33.2% |
| Admin fee / account holder | $119 | $9,232-98.7% | $7,184-98.3% | $11,431-99.0% |