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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 | $36,069 | $166,089-78.3% | $164,928-78.1% | $145,978-75.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.48% | 100.26%-84.8pp | 70.08%-54.6pp | 550.52%-535.0pp |
| Employer contribution / active EE | $3,583 | $5,276-32.1% | $4,343-17.5% | $4,662-23.1% |
| Participant deferral / active EE | $11,718 | $6,961+68.3% | $6,034+94.2% | $6,690+75.2% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |