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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 | $79,079 | $113,338-30.2% | $94,993-16.8% | $147,586-46.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.90% | 20.80%-3.9pp | 27.14%-10.2pp | 578.59%-561.7pp |
| Employer contribution / active EE | $1,466 | $3,160-53.6% | $2,603-43.7% | $4,876-69.9% |
| Participant deferral / active EE | $1,466 | $3,777-61.2% | $3,317-55.8% | $5,439-73.0% |
| Admin fee / account holder | -$49 | $6,063-100.8% | $4,960-101.0% | $10,886-100.5% |