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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 | $83,969 | $232,540-63.9% | $185,117-54.6% | $147,586-43.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.38% | 43.03%-25.7pp | 40.50%-23.1pp | 578.59%-561.2pp |
| Employer contribution / active EE | $13,158 | $5,195+153.3% | $4,182+214.7% | $4,876+169.8% |
| Participant deferral / active EE | $8,541 | $5,834+46.4% | $5,045+69.3% | $5,439+57.0% |
| Admin fee / account holder | $101 | $10,275-99.0% | $8,159-98.8% | $10,886-99.1% |