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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 | $75,693 | $96,965-21.9% | $97,995-22.8% | $147,586-48.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 14.44% | 24.11%-9.7pp | 23.94%-9.5pp | 578.59%-564.2pp |
| Employer contribution / active EE | $4,273 | $4,536-5.8% | $4,158+2.8% | $4,876-12.4% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $295 | $8,120-96.4% | $5,943-95.0% | $10,886-97.3% |