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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 | $59,374 | $211,239-71.9% | $178,528-66.7% | $145,877-59.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.71% | 30.22%-15.5pp | 27.11%-12.4pp | 551.28%-536.6pp |
| Employer contribution / active EE | $681 | $4,570-85.1% | $3,950-82.8% | $4,663-85.4% |
| Participant deferral / active EE | $13,164 | $6,963+89.1% | $6,278+109.7% | $6,691+96.7% |
| Admin fee / account holder | $258 | $12,095-97.9% | $10,419-97.5% | $13,402-98.1% |