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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 | $102,517 | $167,353-38.7% | $143,797-28.7% | $134,545-23.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -16.73% | 0.48%-17.2pp | -0.04%-16.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $12,334 | $5,620+119.4% | $4,952+149.1% | $4,742+160.1% |
| Participant deferral / active EE | $8,526 | $6,447+32.2% | $5,638+51.2% | $6,401+33.2% |
| Admin fee / account holder | -$246 | $18,096-101.4% | $14,679-101.7% | $11,431-102.2% |