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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 | $26,647 | $201,370-86.8% | $184,256-85.5% | $145,897-81.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.62% | 29.05%-12.4pp | 28.85%-12.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $6,155 | $7,024-12.4% | $6,427-4.2% | $4,663+32.0% |
| Participant deferral / active EE | $6,155 | $9,808-37.2% | $9,133-32.6% | $6,689-8.0% |
| Admin fee / account holder | $122 | $16,364-99.3% | $13,899-99.1% | $13,390-99.1% |