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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 | $31,520 | $95,975-67.2% | $74,549-57.7% | $135,379-76.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.26% | 56.96%-60.2pp | 32.53%-35.8pp | 519.79%-523.1pp |
| Employer contribution / active EE | $952 | $2,716-64.9% | $1,961-51.4% | $4,779-80.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $234 | $6,522-96.4% | $5,059-95.4% | $10,828-97.8% |