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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 | $124,925 | $113,941+9.6% | $94,228+32.6% | $125,388-0.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.13% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $16,228 | $4,727+243.3% | $3,587+352.4% | $4,866+233.5% |
| Participant deferral / active EE | $9,381 | $5,179+81.1% | $4,320+117.1% | $5,352+75.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |