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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 | $70,602 | $75,962-7.1% | $154,108-54.2% | $64,173+10.0% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -7.19% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $5,290 | $3,350+57.9% | $5,298-0.1% | $2,381+122.2% |
| Participant deferral / active EE | $3,645 | $3,175+14.8% | $5,081-28.3% | $3,470+5.0% |
| Admin fee / account holder | $160 | $5,589-97.1% | $13,411-98.8% | $4,887-96.7% |