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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 | $91,919 | $49,177+86.9% | $79,467+15.7% | $64,173+43.2% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.6%+5.4pp |
| Annual return | -4.99% | -1.16%-3.8pp | 718.30%-723.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,837 | $2,076+36.6% | $2,800+1.3% | $2,381+19.2% |
| Participant deferral / active EE | $3,394 | $2,821+20.3% | $3,704-8.4% | $3,470-2.2% |
| Admin fee / account holder | $30 | $3,839-99.2% | $5,104-99.4% | $4,887-99.4% |