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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 | $20,251 | $148,623-86.4% | $135,974-85.1% | $139,466-85.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.00% | 79.30%-51.3pp | 68.30%-40.3pp | 373.66%-345.7pp |
| Employer contribution / active EE | $3,609 | $5,246-31.2% | $4,859-25.7% | $4,754-24.1% |
| Participant deferral / active EE | $4,197 | $8,103-48.2% | $7,760-45.9% | $6,712-37.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |