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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 | $89,231 | $136,860-34.8% | $120,344-25.9% | $154,746-42.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 37.12% | 21.38%+15.7pp | 20.30%+16.8pp | 172.34%-135.2pp |
| Employer contribution / active EE | $6,250 | $3,533+76.9% | $3,020+106.9% | $4,379+42.7% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |