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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 | $187,078 | $154,193+21.3% | $130,045+43.9% | $139,466+34.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 19.88% | 32.51%-12.6pp | -137.30%+157.2pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,243 | $5,292-57.6% | $4,321-48.1% | $4,754-52.8% |
| Participant deferral / active EE | $3,944 | $6,709-41.2% | $5,820-32.2% | $6,712-41.2% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |