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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 | $43,078 | $185,856-76.8% | $170,028-74.7% | $139,456-69.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.16% | 60.52%-37.4pp | 53.39%-30.2pp | 373.45%-350.3pp |
| Employer contribution / active EE | $6,405 | $7,593-15.6% | $6,788-5.6% | $4,753+34.8% |
| Participant deferral / active EE | $12,669 | $11,623+9.0% | $10,409+21.7% | $6,711+88.8% |
| Admin fee / account holder | $118 | $15,387-99.2% | $12,820-99.1% | $11,407-99.0% |