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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 | $33,204 | $100,901-67.1% | $75,501-56.0% | $147,586-77.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 8.62% | 35.78%-27.2pp | 27.35%-18.7pp | 578.59%-570.0pp |
| Employer contribution / active EE | $12,763 | $3,253+292.3% | $2,352+442.7% | $4,876+161.7% |
| Participant deferral / active EE | $8,368 | $4,027+107.8% | $3,142+166.3% | $5,439+53.9% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,801-100.0% | $10,886-100.0% |