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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 | $31,666 | $56,200-43.7% | $67,653-53.2% | $59,633-46.9% |
| Participation rate | 73.9% | 71.5%+2.4pp | 75.7%-1.8pp | 68.7%+5.2pp |
| Annual return | -0.88% | 18506.71%-18507.6pp | 6625.22%-6626.1pp | 2041.40%-2042.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,773 | $2,843-2.5% | $3,560-22.1% | $3,192-13.1% |
| Admin fee / account holder | $174 | $3,959-95.6% | $4,821-96.4% | $4,297-95.9% |