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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 | $21,520 | $167,353-87.1% | $143,797-85.0% | $134,545-84.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 0.48%-0.5pp | -0.04%0pp | 418.37%-418.4pp |
| Employer contribution / active EE | $6,930 | $5,620+23.3% | $4,952+39.9% | $4,742+46.2% |
| Participant deferral / active EE | $10,670 | $6,447+65.5% | $5,638+89.2% | $6,401+66.7% |
| Admin fee / account holder | $111 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |