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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 | $73,091 | $152,612-52.1% | $125,192-41.6% | $152,897-52.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.08% | 54.85%-32.8pp | 43.79%-21.7pp | 345.43%-323.4pp |
| Employer contribution / active EE | $3,347 | $4,947-32.4% | $3,866-13.4% | $4,764-29.7% |
| Participant deferral / active EE | $3,402 | $5,868-42.0% | $4,937-31.1% | $5,851-41.9% |
| Admin fee / account holder | $249 | $13,437-98.2% | $9,704-97.4% | $11,599-97.9% |