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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 | $77,834 | $133,981-41.9% | $112,249-30.7% | $134,532-42.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 8.77% | 47.16%-38.4pp | 27.48%-18.7pp | 418.27%-409.5pp |
| Employer contribution / active EE | $18,747 | $4,040+364.1% | $3,636+415.6% | $4,741+295.4% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |