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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 | $150,944 | $92,219+63.7% | $76,766+96.6% | $135,382+11.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.93% | 5.46%-11.4pp | 2.43%-8.4pp | 519.77%-525.7pp |
| Employer contribution / active EE | $4,251 | $3,216+32.2% | $2,485+71.1% | $4,779-11.0% |
| Participant deferral / active EE | $9,715 | $4,508+115.5% | $3,851+152.2% | $5,609+73.2% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |