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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 | $78,003 | $197,603-60.5% | $177,827-56.1% | $158,950-50.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.49% | 58.76%-42.3pp | 48.32%-31.8pp | 302.91%-286.4pp |
| Employer contribution / active EE | $4,500 | $6,698-32.8% | $5,918-24.0% | $4,762-5.5% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |