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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 | $49,211 | $148,582-66.9% | $135,942-63.8% | $139,456-64.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.46% | 79.26%-66.8pp | 68.28%-55.8pp | 373.45%-361.0pp |
| Employer contribution / active EE | $1,853 | $5,245-64.7% | $4,858-61.9% | $4,753-61.0% |
| Participant deferral / active EE | $11,865 | $8,101+46.5% | $7,759+52.9% | $6,711+76.8% |
| Admin fee / account holder | $47 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |