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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 | $92,594 | $226,105-59.0% | $182,540-49.3% | $152,897-39.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.38% | 192.58%-166.2pp | 148.58%-122.2pp | 345.43%-319.1pp |
| Employer contribution / active EE | $1,256 | $4,978-74.8% | $4,076-69.2% | $4,764-73.6% |
| Participant deferral / active EE | $15,009 | $6,370+135.6% | $5,525+171.6% | $5,851+156.5% |
| Admin fee / account holder | $0 | $10,706-100.0% | $8,593-100.0% | $11,599-100.0% |