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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 | $72,371 | $117,433-38.4% | $99,475-27.2% | $152,897-52.7% |
| Participation rate | 71.4% | 77.5%-6.1pp | 73.8%-2.4pp | 82.5%-11.0pp |
| Annual return | 39.41% | 31.87%+7.5pp | 30.72%+8.7pp | 345.43%-306.0pp |
| Employer contribution / active EE | $7,393 | $3,013+145.3% | $2,540+191.1% | $4,764+55.2% |
| Participant deferral / active EE | $8,854 | $4,086+116.7% | $3,619+144.7% | $5,851+51.3% |
| Admin fee / account holder | $0 | $7,634-100.0% | $6,252-100.0% | $11,599-100.0% |