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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 | $16,597 | $183,592-91.0% | $155,574-89.3% | $145,877-88.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.21% | 61.37%-37.2pp | 64.87%-40.7pp | 551.28%-527.1pp |
| Employer contribution / active EE | $2,171 | $5,317-59.2% | $4,676-53.6% | $4,663-53.4% |
| Participant deferral / active EE | $6,641 | $6,466+2.7% | $5,629+18.0% | $6,691-0.7% |
| Admin fee / account holder | $210 | $19,316-98.9% | $15,914-98.7% | $13,402-98.4% |