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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 | $90,782 | $98,240-7.6% | $82,312+10.3% | $147,586-38.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.74% | 30.85%-12.1pp | 25.88%-7.1pp | 578.59%-559.9pp |
| Employer contribution / active EE | $6,589 | $3,192+106.5% | $2,428+171.4% | $4,876+35.1% |
| Participant deferral / active EE | $9,198 | $4,383+109.8% | $3,706+148.2% | $5,439+69.1% |
| Admin fee / account holder | $119 | $8,563-98.6% | $5,608-97.9% | $10,886-98.9% |