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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 | $67,580 | $46,877+44.2% | $122,354-44.8% | $70,126-3.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.18% | 24.22%-8.0pp | 30.28%-14.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $3,409 | $1,288+164.6% | $4,051-15.8% | $2,343+45.5% |
| Participant deferral / active EE | $1,974 | $2,167-8.9% | $3,287-39.9% | $3,332-40.8% |
| Admin fee / account holder | $256 | $3,324-92.3% | $5,479-95.3% | $4,645-94.5% |