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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 | $29,856 | $110,379-73.0% | $102,412-70.8% | $145,884-79.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.37% | 24.84%-13.5pp | 24.94%-13.6pp | 551.85%-540.5pp |
| Employer contribution / active EE | $7,127 | $4,216+69.1% | $3,870+84.2% | $4,662+52.9% |
| Participant deferral / active EE | $4,482 | $5,622-20.3% | $5,060-11.4% | $6,690-33.0% |
| Admin fee / account holder | $125 | $9,745-98.7% | $8,388-98.5% | $13,392-99.1% |