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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 | $93,928 | $115,780-18.9% | $101,255-7.2% | $158,931-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.61% | 56.14%-36.5pp | 46.48%-26.9pp | 302.86%-283.3pp |
| Employer contribution / active EE | $30,788 | $4,175+637.4% | $3,660+741.2% | $4,761+546.6% |
| Participant deferral / active EE | $8,556 | $4,958+72.6% | $4,370+95.8% | $5,982+43.0% |
| Admin fee / account holder | $20 | $7,246-99.7% | $5,946-99.7% | $11,247-99.8% |