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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 | $116,250 | $100,262+15.9% | $81,370+42.9% | $145,897-20.3% |
| Participation rate | 70.6% | 74.3%-3.7pp | 69.5%+1.0pp | 80.3%-9.7pp |
| Annual return | 0.00% | 34.52%-34.5pp | 24.85%-24.8pp | 552.29%-552.3pp |
| Employer contribution / active EE | $9,140 | $2,979+206.8% | $2,464+271.0% | $4,663+96.0% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,163-100.0% | $5,749-100.0% | $13,390-100.0% |