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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 | $218,665 | $95,867+128.1% | $79,551+174.9% | $134,493+62.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.60% | -2.73%-0.9pp | 0.14%-3.7pp | 418.01%-421.6pp |
| Employer contribution / active EE | $1,281 | $3,128-59.0% | $2,413-46.9% | $4,740-73.0% |
| Participant deferral / active EE | $0 | $4,692-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,127-100.0% | $6,833-100.0% | $11,425-100.0% |