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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 | $36,700 | $127,790-71.3% | $106,554-65.6% | $167,553-78.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.72% | 33.88%-13.2pp | 26.80%-6.1pp | 478.89%-458.2pp |
| Employer contribution / active EE | $2,622 | $3,427-23.5% | $2,819-7.0% | $4,840-45.8% |
| Participant deferral / active EE | $7,510 | $5,088+47.6% | $4,398+70.8% | $6,343+18.4% |
| Admin fee / account holder | $266 | $11,231-97.6% | $7,408-96.4% | $12,316-97.8% |