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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 | $56,551 | $110,410-48.8% | $102,437-44.8% | $145,897-61.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,416 | $4,217-19.0% | $3,871-11.8% | $4,663-26.7% |
| Participant deferral / active EE | $5,474 | $5,622-2.6% | $5,060+8.2% | $6,689-18.2% |
| Admin fee / account holder | $242 | $9,745-97.5% | $8,388-97.1% | $13,390-98.2% |