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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 | $48,072 | $176,402-72.7% | $134,162-64.2% | $158,966-69.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.80% | 63.66%-38.9pp | 36.35%-11.5pp | 302.95%-278.1pp |
| Employer contribution / active EE | $1,352 | $5,042-73.2% | $3,705-63.5% | $4,762-71.6% |
| Participant deferral / active EE | $5,521 | $4,093+34.9% | $3,500+57.8% | $5,983-7.7% |
| Admin fee / account holder | $135 | $8,719-98.5% | $6,685-98.0% | $11,250-98.8% |