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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 | $49,293 | $110,337-55.3% | $102,383-51.9% | $145,877-66.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.89% | 24.83%-12.9pp | 24.94%-13.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $9,751 | $4,216+131.3% | $3,870+151.9% | $4,663+109.1% |
| Participant deferral / active EE | $3,909 | $5,621-30.4% | $5,060-22.7% | $6,691-41.6% |
| Admin fee / account holder | $281 | $9,750-97.1% | $8,391-96.7% | $13,402-97.9% |