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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 | $187,631 | $87,016+115.6% | $63,244+196.7% | $125,389+49.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.05% | 21.71%-21.8pp | -70.31%+70.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $9,610 | $3,601+166.9% | $2,322+313.9% | $4,866+97.5% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $21 | $11,954-99.8% | $5,893-99.7% | $9,541-99.8% |