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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 | $70,873 | $117,433-39.6% | $99,475-28.8% | $152,897-53.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 24.92% | 31.87%-6.9pp | 30.72%-5.8pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,150 | $3,013-61.8% | $2,540-54.7% | $4,764-75.9% |
| Participant deferral / active EE | $3,516 | $4,086-14.0% | $3,619-2.8% | $5,851-39.9% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |