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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 | $80,129 | $157,296-49.1% | $141,191-43.2% | $152,897-47.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.76% | 64.34%-30.6pp | 71.41%-37.7pp | 345.43%-311.7pp |
| Employer contribution / active EE | $16,271 | $5,262+209.2% | $4,736+243.6% | $4,764+241.6% |
| Participant deferral / active EE | $10,481 | $7,111+47.4% | $6,710+56.2% | $5,851+79.1% |
| Admin fee / account holder | $291 | $12,125-97.6% | $10,264-97.2% | $11,599-97.5% |