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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 | $162,893 | $228,395-28.7% | $185,861-12.4% | $158,982+2.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.79% | 40.82%-24.0pp | 35.96%-19.2pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,196 | $4,968-75.9% | $4,088-70.8% | $4,763-74.9% |
| Participant deferral / active EE | $3,885 | $6,417-39.5% | $5,634-31.0% | $5,983-35.1% |
| Admin fee / account holder | $15 | $11,869-99.9% | $9,503-99.8% | $11,252-99.9% |