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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 | $65,669 | $225,673-70.9% | $203,872-67.8% | $155,188-57.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 19.03% | 95.91%-76.9pp | 85.11%-66.1pp | 148.84%-129.8pp |
| Employer contribution / active EE | $1,383 | $4,099-66.3% | $3,757-63.2% | $4,248-67.4% |
| Participant deferral / active EE | $6,713 | $6,893-2.6% | $6,388+5.1% | $6,531+2.8% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |