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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 | $36,863 | $54,355-32.2% | $82,744-55.4% | $68,486-46.2% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -18.07% | -13.67%-4.4pp | 702.22%-720.3pp | -7.85%-10.2pp |
| Employer contribution / active EE | $869 | $2,219-60.8% | $3,008-71.1% | $2,597-66.5% |
| Participant deferral / active EE | $2,100 | $3,246-35.3% | $4,395-52.2% | $4,028-47.9% |
| Admin fee / account holder | $2 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |