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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 | $54,645 | $167,362-67.3% | $143,799-62.0% | $134,532-59.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -12.24% | 0.47%-12.7pp | -0.04%-12.2pp | 418.27%-430.5pp |
| Employer contribution / active EE | $16,433 | $5,620+192.4% | $4,952+231.8% | $4,741+246.6% |
| Participant deferral / active EE | $11,432 | $6,447+77.3% | $5,638+102.7% | $6,401+78.6% |
| Admin fee / account holder | $251 | $18,094-98.6% | $14,677-98.3% | $11,429-97.8% |