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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 | $85,495 | $102,547-16.6% | $78,210+9.3% | $147,586-42.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 9.45% | 51.08%-41.6pp | 40.90%-31.5pp | 578.59%-569.1pp |
| Employer contribution / active EE | $2,101 | $2,617-19.7% | $2,034+3.3% | $4,876-56.9% |
| Participant deferral / active EE | $5,431 | $3,481+56.0% | $2,823+92.4% | $5,439-0.1% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |