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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 | $154,617 | $211,224-26.8% | $178,505-13.4% | $145,897+6.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.86% | 30.28%-20.4pp | 27.16%-17.3pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,050 | $4,577-77.1% | $3,955-73.5% | $4,663-77.5% |
| Participant deferral / active EE | $6,100 | $6,966-12.4% | $6,280-2.9% | $6,689-8.8% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |