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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 | $49,229 | $103,392-52.4% | $87,104-43.5% | $152,897-67.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 18.40% | 28.10%-9.7pp | 28.19%-9.8pp | 345.43%-327.0pp |
| Employer contribution / active EE | $10,088 | $3,221+213.2% | $2,521+300.1% | $4,764+111.8% |
| Participant deferral / active EE | $7,807 | $4,778+63.4% | $4,048+92.8% | $5,851+33.4% |
| Admin fee / account holder | $109 | $12,194-99.1% | $7,491-98.5% | $11,599-99.1% |