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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 | $113,184 | $162,785-30.5% | $133,959-15.5% | $158,950-28.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.07% | 41.94%-23.9pp | 45.09%-27.0pp | 302.91%-284.8pp |
| Employer contribution / active EE | $18,362 | $4,975+269.1% | $3,919+368.6% | $4,762+285.6% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |