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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 | $91,826 | $227,399-59.6% | $189,758-51.6% | $198,609-53.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.85% | 61.03%-42.2pp | 52.62%-33.8pp | 202.70%-183.8pp |
| Employer contribution / active EE | $4,198 | $5,526-24.0% | $4,767-11.9% | $5,055-17.0% |
| Participant deferral / active EE | $5,998 | $6,837-12.3% | $5,856+2.4% | $6,977-14.0% |
| Admin fee / account holder | $67 | $25,162-99.7% | $20,388-99.7% | $19,030-99.6% |