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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 | $71,670 | $105,210-31.9% | $159,487-55.1% | $85,851-16.5% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 16.40% | 45.08%-28.7pp | 263.71%-247.3pp | 318.63%-302.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,351 | $5,946+23.6% | $7,3540% | $3,952+86.0% |
| Admin fee / account holder | $69 | $6,934-99.0% | $10,804-99.4% | $6,261-98.9% |