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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 | $117,181 | $100,792+16.3% | $86,691+35.2% | $134,509-12.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.74% | 29.08%-45.8pp | 35.94%-52.7pp | 418.13%-434.9pp |
| Employer contribution / active EE | $4,571 | $3,491+31.0% | $2,837+61.1% | $4,741-3.6% |
| Participant deferral / active EE | $15,920 | $5,339+198.2% | $4,656+241.9% | $6,400+148.7% |
| Admin fee / account holder | $30 | $10,924-99.7% | $7,492-99.6% | $11,427-99.7% |