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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 | $52,862 | $90,486-41.6% | $78,676-32.8% | $273,972-80.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.30% | 75.62%-66.3pp | 62.19%-52.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,159 | $3,175-32.0% | $2,850-24.2% | $4,869-55.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |