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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 | $71,068 | $84,518-15.9% | $67,704+5.0% | $125,389-43.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.03% | 2.57%-2.5pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,719 | $3,292+73.7% | $2,559+123.5% | $4,866+17.5% |
| Participant deferral / active EE | $8,915 | $4,430+101.2% | $3,585+148.6% | $5,352+66.6% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |