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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 | $161,054 | $105,861+52.1% | $90,756+77.5% | $134,509+19.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.72% | -10.99%-8.7pp | -12.16%-7.6pp | 418.13%-437.9pp |
| Employer contribution / active EE | $8,858 | $3,463+155.8% | $2,922+203.2% | $4,741+86.9% |
| Participant deferral / active EE | $28,484 | $5,217+446.0% | $4,565+524.0% | $6,400+345.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |