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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 | $71,777 | $53,128+35.1% | $86,582-17.1% | $70,126+2.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.44% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.7pp |
| Employer contribution / active EE | $10,552 | $2,068+410.2% | $2,839+271.6% | $2,343+350.5% |
| Participant deferral / active EE | $7,316 | $2,695+171.5% | $3,609+102.7% | $3,332+119.6% |
| Admin fee / account holder | $21 | $3,584-99.4% | $4,904-99.6% | $4,645-99.6% |