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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 | $82,556 | $98,240-16.0% | $82,313+0.3% | $147,585-44.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 23.47% | 30.85%-7.4pp | 25.88%-2.4pp | 578.57%-555.1pp |
| Employer contribution / active EE | $6,955 | $3,192+117.9% | $2,428+186.4% | $4,876+42.6% |
| Participant deferral / active EE | $6,384 | $4,383+45.7% | $3,706+72.3% | $5,439+17.4% |
| Admin fee / account holder | $223 | $8,563-97.4% | $5,608-96.0% | $10,885-97.9% |