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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 | $224,252 | $131,835+70.1% | $108,582+106.5% | $273,972-18.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 6.73% | -91.57%+98.3pp | -51.70%+58.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $11,619 | $4,913+136.5% | $3,758+209.1% | $4,869+138.6% |
| Participant deferral / active EE | $18,000 | $5,127+251.1% | $4,311+317.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |