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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 | $138,135 | $162,821-15.2% | $133,978+3.1% | $158,982-13.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.90% | 41.95%-29.1pp | 45.10%-32.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $28,993 | $4,976+482.6% | $3,919+639.8% | $4,763+508.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15 | $11,742-99.9% | $8,930-99.8% | $11,252-99.9% |