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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 | $37,300 | $65,364-42.9% | $92,909-59.9% | $72,975-48.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 0.00% | 42.11%-42.1pp | 109.44%-109.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,292 | $2,594-11.6% | $3,653-37.3% | $2,440-6.1% |
| Participant deferral / active EE | $4,784 | $3,128+52.9% | $4,238+12.9% | $3,608+32.6% |
| Admin fee / account holder | $50 | $4,251-98.8% | $5,795-99.1% | $5,124-99.0% |