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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 | $72,618 | $115,917-37.4% | $100,535-27.8% | $158,982-54.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 38.47% | 34.80%+3.7pp | 30.90%+7.6pp | 302.99%-264.5pp |
| Employer contribution / active EE | $46,500 | $4,105+1032.7% | $3,419+1260.2% | $4,763+876.3% |
| Participant deferral / active EE | $12,405 | $6,677+85.8% | $6,271+97.8% | $5,983+107.3% |
| Admin fee / account holder | $247 | $11,002-97.8% | $8,085-97.0% | $11,252-97.8% |