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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 | $72,801 | $64,311+13.2% | $57,356+26.9% | $125,389-41.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 5.51% | 25.14%-19.6pp | 24.41%-18.9pp | 282.24%-276.7pp |
| Employer contribution / active EE | $1,144 | $3,193-64.2% | $2,689-57.4% | $4,866-76.5% |
| Participant deferral / active EE | $5,837 | $3,846+51.8% | $3,162+84.6% | $5,352+9.1% |
| Admin fee / account holder | $13 | $5,243-99.8% | $3,357-99.6% | $9,541-99.9% |