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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 | $177,399 | $211,946-16.3% | $169,452+4.7% | $135,379+31.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.27% | 3.26%-8.5pp | 1.83%-7.1pp | 519.79%-525.1pp |
| Employer contribution / active EE | $19,000 | $5,117+271.3% | $4,157+357.1% | $4,779+297.6% |
| Participant deferral / active EE | $18,000 | $6,075+196.3% | $5,277+241.1% | $5,609+220.9% |
| Admin fee / account holder | $38 | $11,472-99.7% | $9,110-99.6% | $10,828-99.7% |