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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 | $87,158 | $197,637-55.9% | $177,848-51.0% | $158,982-45.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 35.39% | 58.77%-23.4pp | 48.33%-12.9pp | 302.99%-267.6pp |
| Employer contribution / active EE | $2,293 | $6,698-65.8% | $5,919-61.3% | $4,763-51.9% |
| Participant deferral / active EE | $8,695 | $8,405+3.5% | $7,714+12.7% | $5,983+45.3% |
| Admin fee / account holder | $90 | $15,406-99.4% | $12,431-99.3% | $11,252-99.2% |