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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 | $62,010 | $158,852-61.0% | $121,220-48.8% | $135,380-54.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.28% | -0.64%-2.6pp | 16.94%-20.2pp | 519.81%-523.1pp |
| Employer contribution / active EE | $18,523 | $5,666+226.9% | $4,023+360.5% | $4,779+287.6% |
| Participant deferral / active EE | $9,800 | $4,006+144.7% | $3,345+193.0% | $5,609+74.7% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |