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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 | $56,623 | $157,304-64.0% | $141,197-59.9% | $152,909-63.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.51% | 64.34%-25.8pp | 71.41%-32.9pp | 345.46%-307.0pp |
| Employer contribution / active EE | $18,038 | $5,263+242.8% | $4,736+280.9% | $4,764+278.6% |
| Participant deferral / active EE | $12,794 | $7,111+79.9% | $6,710+90.7% | $5,851+118.7% |
| Admin fee / account holder | $170 | $12,126-98.6% | $10,265-98.3% | $11,601-98.5% |