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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 | $54,479 | $52,519+3.7% | $155,789-65.0% | $59,633-8.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.1%+23.9pp | 68.7%+31.3pp |
| Annual return | 7.86% | 53.51%-45.6pp | 71.54%-63.7pp | 2041.45%-2033.6pp |
| Employer contribution / active EE | $3,137 | $1,589+97.4% | $3,839-18.3% | $2,203+42.4% |
| Participant deferral / active EE | $3,280 | $3,084+6.4% | $4,798-31.6% | $3,192+2.8% |
| Admin fee / account holder | $142 | $3,540-96.0% | $7,477-98.1% | $4,297-96.7% |