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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 | $66,659 | $63,703+4.6% | $93,063-28.4% | $82,448-19.1% |
| Participation rate | 93.1% | 63.8%+29.3pp | 72.1%+21.0pp | 68.1%+25.0pp |
| Annual return | 19.37% | -775.43%+794.8pp | 34.15%-14.8pp | 41.64%-22.3pp |
| Employer contribution / active EE | $4,966 | $1,729+187.3% | $2,476+100.5% | $2,551+94.7% |
| Participant deferral / active EE | $2,733 | $2,919-6.4% | $3,958-30.9% | $4,139-34.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $6,033-100.0% | $7,234-100.0% |