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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 | $14,420 | $45,872-68.6% | $77,096-81.3% | $68,486-78.9% |
| Participation rate | 87.2% | 55.9%+31.3pp | 67.9%+19.3pp | 67.9%+19.3pp |
| Annual return | 0.00% | 1.73%-1.7pp | 42.35%-42.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,245 | $2,963+77.0% | $4,429+18.4% | $4,028+30.2% |
| Admin fee / account holder | $6 | $3,041-99.8% | $5,428-99.9% | $5,404-99.9% |