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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 | $24,288 | $85,060-71.4% | $70,565-65.6% | $139,487-82.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 12.68% | 30.39%-17.7pp | 32.79%-20.1pp | 373.84%-361.2pp |
| Employer contribution / active EE | $5,875 | $3,912+50.2% | $2,976+97.4% | $4,755+23.6% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $18 | $8,932-99.8% | $6,430-99.7% | $11,407-99.8% |