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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 | $71,002 | $211,224-66.4% | $178,505-60.2% | $145,897-51.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.42% | 30.28%-19.9pp | 27.16%-16.7pp | 552.29%-541.9pp |
| Employer contribution / active EE | $9,733 | $4,577+112.7% | $3,955+146.1% | $4,663+108.8% |
| Participant deferral / active EE | $13,544 | $6,966+94.4% | $6,280+115.7% | $6,689+102.5% |
| Admin fee / account holder | $16 | $12,109-99.9% | $10,428-99.8% | $13,390-99.9% |