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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 | $179,366 | $134,001+33.9% | $112,258+59.8% | $134,509+33.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.57% | 47.15%-60.7pp | 27.47%-41.0pp | 418.13%-431.7pp |
| Employer contribution / active EE | $8,333 | $4,039+106.3% | $3,636+129.2% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |