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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 | $72,921 | $167,362-56.4% | $143,799-49.3% | $134,532-45.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.24% | 0.47%-17.7pp | -0.04%-17.2pp | 418.27%-435.5pp |
| Employer contribution / active EE | $6,105 | $5,620+8.6% | $4,952+23.3% | $4,741+28.8% |
| Participant deferral / active EE | $8,058 | $6,447+25.0% | $5,638+42.9% | $6,401+25.9% |
| Admin fee / account holder | $191 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |