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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 | $156,762 | $86,701+80.8% | $73,309+113.8% | $125,389+25.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.79% | 2.78%-4.6pp | 5.67%-7.5pp | 282.24%-284.0pp |
| Employer contribution / active EE | $7,415 | $4,152+78.6% | $3,237+129.1% | $4,866+52.4% |
| Participant deferral / active EE | $21,000 | $5,549+278.4% | $4,991+320.8% | $5,352+292.4% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |