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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 | $68,178 | $85,024-19.8% | $70,544-3.4% | $139,466-51.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 21.45% | 30.39%-8.9pp | 32.79%-11.3pp | 373.66%-352.2pp |
| Employer contribution / active EE | $13,331 | $3,912+240.8% | $2,976+348.0% | $4,754+180.4% |
| Participant deferral / active EE | $7,375 | $5,891+25.2% | $4,568+61.4% | $6,712+9.9% |
| Admin fee / account holder | $17 | $8,928-99.8% | $6,427-99.7% | $11,409-99.8% |