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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 | $90,865 | $132,634-31.5% | $115,768-21.5% | $137,256-33.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.26% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,241 | $3,360-33.3% | $2,940-23.8% | $4,156-46.1% |
| Participant deferral / active EE | $5,831 | $5,619+3.8% | $4,917+18.6% | $6,407-9.0% |
| Admin fee / account holder | $98 | $15,028-99.3% | $12,439-99.2% | $12,270-99.2% |