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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 | $24,196 | $167,352-85.5% | $143,788-83.2% | $134,509-82.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.11% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $2,992 | $5,620-46.8% | $4,952-39.6% | $4,741-36.9% |
| Participant deferral / active EE | $7,104 | $6,447+10.2% | $5,638+26.0% | $6,400+11.0% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |