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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 | $26,688 | $157,296-83.0% | $141,191-81.1% | $152,897-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.45% | 64.34%-31.9pp | 71.41%-39.0pp | 345.43%-313.0pp |
| Employer contribution / active EE | $4,573 | $5,262-13.1% | $4,736-3.4% | $4,764-4.0% |
| Participant deferral / active EE | $11,233 | $7,111+58.0% | $6,710+67.4% | $5,851+92.0% |
| Admin fee / account holder | $110 | $12,125-99.1% | $10,264-98.9% | $11,599-99.1% |