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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 | $62,699 | $106,280-41.0% | $96,538-35.1% | $139,487-55.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.39% | 38.48%-23.1pp | 35.74%-20.3pp | 373.84%-358.5pp |
| Employer contribution / active EE | $4,687 | $4,107+14.1% | $3,740+25.3% | $4,755-1.4% |
| Participant deferral / active EE | $7,364 | $5,457+34.9% | $4,880+50.9% | $6,713+9.7% |
| Admin fee / account holder | $25 | $7,888-99.7% | $6,737-99.6% | $11,407-99.8% |