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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 | $131,401 | $211,239-37.8% | $178,528-26.4% | $145,877-9.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.62% | 30.22%-13.6pp | 27.11%-10.5pp | 551.28%-534.7pp |
| Employer contribution / active EE | $8,794 | $4,570+92.4% | $3,950+122.6% | $4,663+88.6% |
| Participant deferral / active EE | $11,400 | $6,963+63.7% | $6,278+81.6% | $6,691+70.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |