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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 | $74,813 | $117,444-36.3% | $99,479-24.8% | $152,909-51.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 11.82% | 31.87%-20.0pp | 30.72%-18.9pp | 345.46%-333.6pp |
| Employer contribution / active EE | $2,163 | $3,014-28.2% | $2,540-14.8% | $4,764-54.6% |
| Participant deferral / active EE | $3,320 | $4,086-18.8% | $3,619-8.3% | $5,851-43.3% |
| Admin fee / account holder | $133 | $7,635-98.3% | $6,253-97.9% | $11,601-98.9% |