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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 | $41,125 | $110,379-62.7% | $102,412-59.8% | $145,884-71.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.75% | 24.84%-12.1pp | 24.94%-12.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $7,915 | $4,216+87.7% | $3,870+104.5% | $4,662+69.8% |
| Participant deferral / active EE | $16,894 | $5,622+200.5% | $5,060+233.9% | $6,690+152.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |