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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 | $54,704 | $124,351-56.0% | $109,188-49.9% | $167,553-67.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.38% | 26.04%-10.7pp | 25.76%-10.4pp | 478.89%-463.5pp |
| Employer contribution / active EE | $8,384 | $4,210+99.1% | $3,723+125.2% | $4,840+73.2% |
| Participant deferral / active EE | $7,013 | $5,257+33.4% | $4,654+50.7% | $6,343+10.6% |
| Admin fee / account holder | $21 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |