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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 | $12,390 | $82,314-84.9% | $68,808-82.0% | $134,532-90.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -17.40% | -2.18%-15.2pp | -6.37%-11.0pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,588 | $3,301-21.6% | $2,656-2.6% | $4,741-45.4% |
| Participant deferral / active EE | $4,386 | $4,740-7.5% | $3,942+11.3% | $6,401-31.5% |
| Admin fee / account holder | $17 | $6,484-99.7% | $4,936-99.7% | $11,429-99.9% |