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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 | $54,483 | $67,823-19.7% | $52,425+3.9% | $137,256-60.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 11.38% | 219.11%-207.7pp | 302.12%-290.7pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,976 | $1,163+241.9% | $914+334.9% | $4,156-4.3% |
| Participant deferral / active EE | $4,559 | $2,288+99.3% | $1,790+154.7% | $6,407-28.8% |
| Admin fee / account holder | $205 | $2,844-92.8% | $2,495-91.8% | $12,270-98.3% |