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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 | $27,699 | $82,674-66.5% | $125,363-77.9% | $68,495-59.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -11.97% | -5.97%-6.0pp | 572.15%-584.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,318 | $3,382-61.0% | $4,815-72.6% | $2,596-49.2% |
| Participant deferral / active EE | $9,279 | $6,111+51.8% | $7,447+24.6% | $4,028+130.4% |
| Admin fee / account holder | $170 | $6,276-97.3% | $10,005-98.3% | $5,403-96.9% |