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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 | $18,500 | $133,998-86.2% | $112,263-83.5% | $134,545-86.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.88% | 47.17%-65.0pp | 27.49%-45.4pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,391 | $4,040-40.8% | $3,636-34.2% | $4,742-49.6% |
| Participant deferral / active EE | $9,057 | $5,292+71.1% | $4,729+91.5% | $6,401+41.5% |
| Admin fee / account holder | $169 | $7,493-97.7% | $6,410-97.4% | $11,431-98.5% |