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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 | $170,190 | $108,226+57.3% | $77,513+119.6% | $158,950+7.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 8.25% | 31.67%-23.4pp | 54.81%-46.6pp | 302.91%-294.7pp |
| Employer contribution / active EE | $656 | $1,325-50.5% | $987-33.6% | $4,762-86.2% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |