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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 | $157,489 | $133,981+17.5% | $112,249+40.3% | $134,532+17.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.22% | 47.16%-60.4pp | 27.48%-40.7pp | 418.27%-431.5pp |
| Employer contribution / active EE | $4,223 | $4,040+4.5% | $3,636+16.1% | $4,741-10.9% |
| Participant deferral / active EE | $4,267 | $5,292-19.4% | $4,729-9.8% | $6,401-33.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |