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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 | $73,331 | $131,835-44.4% | $108,582-32.5% | $273,972-73.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.04% | -91.57%+99.6pp | -51.70%+59.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $9,814 | $4,913+99.8% | $3,758+161.1% | $4,869+101.6% |
| Participant deferral / active EE | $7,985 | $5,127+55.7% | $4,311+85.2% | $5,287+51.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |