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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 | $42,363 | $148,623-71.5% | $135,974-68.8% | $139,466-69.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.35% | 79.30%-66.9pp | 68.30%-56.0pp | 373.66%-361.3pp |
| Employer contribution / active EE | $16,484 | $5,246+214.2% | $4,859+239.2% | $4,754+246.7% |
| Participant deferral / active EE | $10,340 | $8,103+27.6% | $7,760+33.2% | $6,712+54.0% |
| Admin fee / account holder | $103 | $12,406-99.2% | $10,767-99.0% | $11,409-99.1% |