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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 | $55,082 | $167,533-67.1% | $151,645-63.7% | $134,545-59.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -17.37% | 7.81%-25.2pp | 3.34%-20.7pp | 418.37%-435.7pp |
| Employer contribution / active EE | $4,415 | $6,828-35.3% | $6,165-28.4% | $4,742-6.9% |
| Participant deferral / active EE | $11,515 | $8,985+28.2% | $8,363+37.7% | $6,401+79.9% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |