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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 | $206,672 | $90,467+128.4% | $93,759+120.4% | $134,532+53.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -9.93% | -15.72%+5.8pp | -11.33%+1.4pp | 418.27%-428.2pp |
| Employer contribution / active EE | $17,873 | $4,345+311.3% | $4,324+313.3% | $4,741+277.0% |
| Participant deferral / active EE | $12,620 | $5,980+111.0% | $6,096+107.0% | $6,401+97.2% |
| Admin fee / account holder | $0 | $9,258-100.0% | $7,197-100.0% | $11,429-100.0% |