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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 | $65,684 | $165,939-60.4% | $122,354-46.3% | $147,586-55.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 15.01% | 34.56%-19.5pp | 30.28%-15.3pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,871 | $5,754-67.5% | $4,051-53.8% | $4,876-61.6% |
| Participant deferral / active EE | $8,212 | $4,005+105.0% | $3,287+149.8% | $5,439+51.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |