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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 | $236,682 | $167,362+41.4% | $143,799+64.6% | $134,532+75.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -7.87% | 0.47%-8.3pp | -0.04%-7.8pp | 418.27%-426.1pp |
| Employer contribution / active EE | $2,754 | $5,620-51.0% | $4,952-44.4% | $4,741-41.9% |
| Participant deferral / active EE | $4,500 | $6,447-30.2% | $5,638-20.2% | $6,401-29.7% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |