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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 | $33,897 | $185,312-81.7% | $161,489-79.0% | $154,746-78.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 22.56% | 103.84%-81.3pp | 89.72%-67.2pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,077 | $4,769-56.4% | $4,268-51.3% | $4,379-52.6% |
| Participant deferral / active EE | $3,226 | $6,350-49.2% | $5,630-42.7% | $6,730-52.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |