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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 | $92,826 | $211,946-56.2% | $169,452-45.2% | $135,380-31.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.51% | 3.26%-9.8pp | 1.83%-8.3pp | 519.81%-526.3pp |
| Employer contribution / active EE | $12,440 | $5,117+143.1% | $4,157+199.3% | $4,779+160.3% |
| Participant deferral / active EE | $15,157 | $6,075+149.5% | $5,277+187.2% | $5,609+170.2% |
| Admin fee / account holder | $45 | $11,472-99.6% | $9,110-99.5% | $10,828-99.6% |