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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 | $96,065 | $68,996+39.2% | $159,991-40.0% | $68,495+40.3% |
| Participation rate | 92.6% | 65.4%+27.2pp | 78.0%+14.6pp | 67.9%+24.7pp |
| Annual return | -15.86% | -9.65%-6.2pp | 408.82%-424.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,969 | $2,212+79.4% | $4,225-6.1% | $2,596+52.9% |
| Participant deferral / active EE | $7,705 | $4,211+83.0% | $6,183+24.6% | $4,028+91.3% |
| Admin fee / account holder | $0 | $4,797-100.0% | $8,715-100.0% | $5,403-100.0% |