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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 | $75,304 | $106,280-29.1% | $96,538-22.0% | $139,487-46.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.02% | 38.48%-21.5pp | 35.74%-18.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $12,690 | $4,107+209.0% | $3,740+239.3% | $4,755+166.9% |
| Participant deferral / active EE | $7,340 | $5,457+34.5% | $4,880+50.4% | $6,713+9.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |