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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 | $130,866 | $131,835-0.7% | $108,582+20.5% | $273,972-52.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.21% | -91.57%+95.8pp | -51.70%+55.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $15,840 | $4,913+222.4% | $3,758+321.5% | $4,869+225.3% |
| Participant deferral / active EE | $16,498 | $5,127+221.8% | $4,311+282.7% | $5,287+212.0% |
| Admin fee / account holder | $268 | $10,253-97.4% | $7,645-96.5% | $10,133-97.4% |