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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 | $28,945 | $39,162-26.1% | $100,671-71.2% | $59,633-51.5% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | -1.95% | 21.07%-23.0pp | 20.43%-22.4pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $1,220 | $1,151+6.0% | $4,012-69.6% | $2,203-44.6% |
| Participant deferral / active EE | $2,079 | $1,992+4.4% | $3,144-33.9% | $3,192-34.9% |
| Admin fee / account holder | $54 | $2,969-98.2% | $4,850-98.9% | $4,297-98.8% |