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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 | $42,393 | $95,601-55.7% | $77,183-45.1% | $139,456-69.6% |
| Participation rate | 83.3% | 74.0%+9.4pp | 69.6%+13.8pp | 80.3%+3.0pp |
| Annual return | 33.11% | 54.96%-21.9pp | 37.89%-4.8pp | 373.45%-340.3pp |
| Employer contribution / active EE | $11,613 | $3,145+269.2% | $2,534+358.4% | $4,753+144.4% |
| Participant deferral / active EE | $8,135 | $4,623+76.0% | $3,833+112.2% | $6,711+21.2% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,475-100.0% | $11,407-100.0% |