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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 | $48,879 | $117,859-58.5% | $102,438-52.3% | $145,959-66.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.61% | 31.72%-16.1pp | 29.37%-13.8pp | 561.95%-546.3pp |
| Employer contribution / active EE | $5,368 | $3,615+48.5% | $3,024+77.5% | $4,661+15.2% |
| Participant deferral / active EE | $8,380 | $5,732+46.2% | $5,054+65.8% | $6,689+25.3% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |