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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 | $41,666 | $111,535-62.6% | $105,223-60.4% | $137,256-69.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.19% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,628 | $3,939-33.3% | $3,689-28.7% | $4,156-36.8% |
| Participant deferral / active EE | $5,619 | $5,500+2.2% | $5,072+10.8% | $6,407-12.3% |
| Admin fee / account holder | $101 | $9,721-99.0% | $8,859-98.9% | $12,270-99.2% |