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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 | $20,241 | $117,829-82.8% | $102,423-80.2% | $145,877-86.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.07% | 31.83%-18.8pp | 29.42%-16.4pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,789 | $3,615-50.5% | $3,023-40.8% | $4,663-61.6% |
| Participant deferral / active EE | $5,498 | $5,732-4.1% | $5,054+8.8% | $6,691-17.8% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |