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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 | $74,761 | $217,432-65.6% | $185,849-59.8% | $167,536-55.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.19% | 148.42%-137.2pp | 122.10%-110.9pp | 478.82%-467.6pp |
| Employer contribution / active EE | $3,628 | $5,875-38.2% | $5,169-29.8% | $4,839-25.0% |
| Participant deferral / active EE | $8,078 | $6,357+27.1% | $5,569+45.1% | $6,342+27.4% |
| Admin fee / account holder | $7 | $19,818-100.0% | $16,244-100.0% | $12,315-99.9% |