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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 | $179,097 | $93,117+92.3% | $77,096+132.3% | $134,532+33.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.82% | 62.67%-83.5pp | 42.35%-63.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $5,270 | $3,420+54.1% | $2,814+87.2% | $4,741+11.1% |
| Participant deferral / active EE | $18,276 | $5,241+248.7% | $4,429+312.6% | $6,401+185.5% |
| Admin fee / account holder | $218 | $6,948-96.9% | $5,428-96.0% | $11,429-98.1% |