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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 | $163,374 | $78,694+107.6% | $67,652+141.5% | $125,389+30.3% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | 0.21% | 9.46%-9.2pp | 6625.40%-6625.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $2,498 | $3,044-17.9% | $2,266+10.3% | $4,866-48.7% |
| Participant deferral / active EE | $7,040 | $4,292+64.0% | $3,560+97.8% | $5,352+31.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |