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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 | $14,073 | $134,001-89.5% | $112,258-87.5% | $134,509-89.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.24% | 47.15%-67.4pp | 27.47%-47.7pp | 418.13%-438.4pp |
| Employer contribution / active EE | $2,853 | $4,039-29.4% | $3,636-21.5% | $4,741-39.8% |
| Participant deferral / active EE | $4,161 | $5,291-21.4% | $4,728-12.0% | $6,400-35.0% |
| Admin fee / account holder | $39 | $7,491-99.5% | $6,411-99.4% | $11,427-99.7% |