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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 | $53,539 | $115,814-53.8% | $101,275-47.1% | $158,982-66.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.06% | 56.16%-38.1pp | 46.48%-28.4pp | 302.99%-284.9pp |
| Employer contribution / active EE | $2,198 | $4,176-47.4% | $3,660-39.9% | $4,763-53.8% |
| Participant deferral / active EE | $11,182 | $4,958+125.5% | $4,371+155.8% | $5,983+86.9% |
| Admin fee / account holder | $232 | $7,249-96.8% | $5,948-96.1% | $11,252-97.9% |