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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 | $46,361 | $124,346-62.7% | $111,308-58.3% | $167,536-72.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.94% | 37.45%-22.5pp | 54.67%-39.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $3,226 | $3,437-6.1% | $2,732+18.1% | $4,839-33.3% |
| Participant deferral / active EE | $6,308 | $5,182+21.7% | $4,487+40.6% | $6,342-0.5% |
| Admin fee / account holder | $20 | $10,621-99.8% | $7,965-99.8% | $12,315-99.8% |