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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 | $168,853 | $82,314+105.1% | $68,808+145.4% | $134,532+25.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.54% | -2.18%-11.4pp | -6.37%-7.2pp | 418.27%-431.8pp |
| Employer contribution / active EE | $1,490 | $3,301-54.9% | $2,656-43.9% | $4,741-68.6% |
| Participant deferral / active EE | $8,790 | $4,740+85.5% | $3,942+123.0% | $6,401+37.3% |
| Admin fee / account holder | $0 | $6,484-100.0% | $4,936-100.0% | $11,429-100.0% |