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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 | $44,852 | $165,381-72.9% | $149,730-70.0% | $158,966-71.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.38% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.6pp |
| Employer contribution / active EE | $6,805 | $5,104+33.3% | $4,645+46.5% | $4,762+42.9% |
| Participant deferral / active EE | $4,698 | $7,182-34.6% | $6,843-31.3% | $5,983-21.5% |
| Admin fee / account holder | $189 | $10,809-98.3% | $9,310-98.0% | $11,250-98.3% |