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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 | $43,731 | $127,273-65.6% | $109,895-60.2% | $167,518-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.64% | 22.97%-7.3pp | 29.46%-13.8pp | 478.71%-463.1pp |
| Employer contribution / active EE | $13,500 | $3,324+306.1% | $2,843+374.8% | $4,838+179.0% |
| Participant deferral / active EE | $5,993 | $4,515+32.7% | $4,049+48.0% | $6,342-5.5% |
| Admin fee / account holder | $3 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |