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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 | $35,235 | $111,814-68.5% | $103,374-65.9% | $145,959-75.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.19% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $6,764 | $4,214+60.5% | $3,869+74.8% | $4,661+45.1% |
| Participant deferral / active EE | $5,330 | $5,618-5.1% | $5,058+5.4% | $6,689-20.3% |
| Admin fee / account holder | $18 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |