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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 | $150,891 | $142,392+6.0% | $119,622+26.1% | $134,532+12.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.17% | -12.46%-6.7pp | -14.98%-4.2pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,220 | $5,224-57.5% | $4,232-47.5% | $4,741-53.2% |
| Participant deferral / active EE | $16,966 | $6,467+162.3% | $5,601+202.9% | $6,401+165.1% |
| Admin fee / account holder | $84 | $13,593-99.4% | $10,328-99.2% | $11,429-99.3% |