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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 | $144,442 | $154,159-6.3% | $130,026+11.1% | $139,456+3.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.65% | 32.50%-20.9pp | -137.26%+148.9pp | 373.45%-361.8pp |
| Employer contribution / active EE | $3,107 | $5,292-41.3% | $4,321-28.1% | $4,753-34.6% |
| Participant deferral / active EE | $10,368 | $6,710+54.5% | $5,821+78.1% | $6,711+54.5% |
| Admin fee / account holder | $30 | $14,001-99.8% | $10,608-99.7% | $11,407-99.7% |