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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 | $20,809 | $127,298-83.7% | $109,916-81.1% | $167,553-87.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 0.00% | 22.97%-23.0pp | 29.46%-29.5pp | 478.89%-478.9pp |
| Employer contribution / active EE | $10,276 | $3,325+209.1% | $2,844+261.3% | $4,840+112.3% |
| Participant deferral / active EE | $7,779 | $4,513+72.4% | $4,047+92.2% | $6,343+22.6% |
| Admin fee / account holder | $114 | $7,119-98.4% | $6,069-98.1% | $12,316-99.1% |