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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 | $69,602 | $100,805-31.0% | $86,698-19.7% | $134,532-48.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.65% | 29.09%-28.4pp | 35.95%-35.3pp | 418.27%-417.6pp |
| Employer contribution / active EE | $22,418 | $3,490+542.3% | $2,837+690.3% | $4,741+372.8% |
| Participant deferral / active EE | $13,500 | $5,339+152.8% | $4,656+189.9% | $6,401+110.9% |
| Admin fee / account holder | $5 | $10,925-100.0% | $7,493-99.9% | $11,429-100.0% |