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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 | $85,965 | $67,352+27.6% | $60,899+41.2% | $134,509-36.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.67% | 49.99%-65.7pp | 16.92%-32.6pp | 418.13%-433.8pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,400 | $4,539-69.2% | $3,817-63.3% | $6,400-78.1% |
| Admin fee / account holder | $47 | $4,585-99.0% | $3,225-98.5% | $11,427-99.6% |