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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 | $122,785 | $176,120-30.3% | $159,487-23.0% | $167,553-26.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.43% | 331.95%-321.5pp | 263.71%-253.3pp | 478.89%-468.5pp |
| Employer contribution / active EE | $2,446 | $5,299-53.8% | $4,831-49.4% | $4,840-49.5% |
| Participant deferral / active EE | $13,329 | $7,752+72.0% | $7,354+81.3% | $6,343+110.2% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |