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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 | $99,015 | $133,998-26.1% | $112,263-11.8% | $134,545-26.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.00% | 47.17%-65.2pp | 27.49%-45.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $3,820 | $4,040-5.4% | $3,636+5.1% | $4,742-19.4% |
| Participant deferral / active EE | $10,192 | $5,292+92.6% | $4,729+115.5% | $6,401+59.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |