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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 | $43,178 | $100,811-57.2% | $86,698-50.2% | $134,545-67.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.84% | 29.11%-43.9pp | 35.96%-50.8pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,104 | $3,490-11.1% | $2,837+9.4% | $4,742-34.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4 | $10,926-100.0% | $7,492-99.9% | $11,431-100.0% |