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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 | $23,703 | $110,303-78.5% | $95,759-75.2% | $139,487-83.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.26% | 27.19%+5.1pp | 28.42%+3.8pp | 373.84%-341.6pp |
| Employer contribution / active EE | $5,335 | $3,261+63.6% | $2,836+88.1% | $4,755+12.2% |
| Participant deferral / active EE | $9,000 | $4,674+92.5% | $4,244+112.1% | $6,713+34.1% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |