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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 | $105,404 | $69,541+51.6% | $59,899+76.0% | $135,380-22.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.52% | 7.95%-14.5pp | 3.46%-10.0pp | 519.81%-526.3pp |
| Employer contribution / active EE | $10,253 | $3,236+216.8% | $2,723+276.6% | $4,779+114.5% |
| Participant deferral / active EE | $16,162 | $4,206+284.3% | $3,402+375.0% | $5,609+188.1% |
| Admin fee / account holder | $178 | $5,737-96.9% | $3,592-95.1% | $10,828-98.4% |