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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 | $102,532 | $105,960-3.2% | $81,726+25.5% | $158,982-35.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 30.00% | 38.19%-8.2pp | 29.49%+0.5pp | 302.99%-273.0pp |
| Employer contribution / active EE | $3,571 | $7,805-54.2% | $4,311-17.2% | $4,763-25.0% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $298 | $8,494-96.5% | $5,160-94.2% | $11,252-97.4% |