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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 | $86,202 | $107,809-20.0% | $90,657-4.9% | $135,379-36.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.17% | -0.90%-8.3pp | 1.89%-11.1pp | 519.79%-529.0pp |
| Employer contribution / active EE | $6,951 | $3,018+130.3% | $2,532+174.5% | $4,779+45.4% |
| Participant deferral / active EE | $10,796 | $3,872+178.8% | $3,424+215.3% | $5,609+92.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |