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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 | $64,625 | $162,821-60.3% | $133,978-51.8% | $158,982-59.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.54% | 41.95%-19.4pp | 45.10%-22.6pp | 302.99%-280.4pp |
| Employer contribution / active EE | $7,389 | $4,976+48.5% | $3,919+88.6% | $4,763+55.1% |
| Participant deferral / active EE | $4,674 | $5,910-20.9% | $5,047-7.4% | $5,983-21.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |