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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 | $114,598 | $152,597-24.9% | $117,533-2.5% | $134,532-14.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.36% | 53.04%-70.4pp | 29.77%-47.1pp | 418.27%-435.6pp |
| Employer contribution / active EE | $9,923 | $5,576+78.0% | $4,179+137.4% | $4,741+109.3% |
| Participant deferral / active EE | $3,881 | $4,821-19.5% | $4,072-4.7% | $6,401-39.4% |
| Admin fee / account holder | $118 | $7,007-98.3% | $5,647-97.9% | $11,429-99.0% |