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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 | $46,381 | $117,829-60.6% | $102,423-54.7% | $145,877-68.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.89% | 31.83%-21.9pp | 29.42%-19.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $3,684 | $3,615+1.9% | $3,023+21.9% | $4,663-21.0% |
| Participant deferral / active EE | $7,643 | $5,732+33.3% | $5,054+51.2% | $6,691+14.2% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |