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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 | $51,944 | $157,304-67.0% | $141,197-63.2% | $152,909-66.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.60% | 64.34%-46.7pp | 71.41%-53.8pp | 345.46%-327.9pp |
| Employer contribution / active EE | $8,852 | $5,263+68.2% | $4,736+86.9% | $4,764+85.8% |
| Participant deferral / active EE | $7,225 | $7,111+1.6% | $6,710+7.7% | $5,851+23.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |