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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 | $40,054 | $58,828-31.9% | $78,002-48.7% | $62,881-36.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.34% | 17.16%-10.8pp | 425.99%-419.6pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,168 | $1,672+29.7% | $2,470-12.2% | $2,281-5.0% |
| Participant deferral / active EE | $1,765 | $2,686-34.3% | $3,497-49.5% | $3,203-44.9% |
| Admin fee / account holder | $9 | $4,393-99.8% | $5,481-99.8% | $4,296-99.8% |