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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 | $42,825 | $228,395-81.2% | $185,861-77.0% | $158,982-73.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.48% | 40.82%-26.3pp | 35.96%-21.5pp | 302.99%-288.5pp |
| Employer contribution / active EE | $11,780 | $4,968+137.1% | $4,088+188.2% | $4,763+147.3% |
| Participant deferral / active EE | $4,962 | $6,417-22.7% | $5,634-11.9% | $5,983-17.1% |
| Admin fee / account holder | $1 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |