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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 | $63,298 | $149,741-57.7% | $118,914-46.8% | $158,982-60.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.35% | 19.94%+3.4pp | 35.89%-12.5pp | 302.99%-279.6pp |
| Employer contribution / active EE | $13,244 | $4,119+221.6% | $3,264+305.7% | $4,763+178.1% |
| Participant deferral / active EE | $7,674 | $5,226+46.9% | $4,266+79.9% | $5,983+28.3% |
| Admin fee / account holder | $19 | $8,607-99.8% | $6,582-99.7% | $11,252-99.8% |