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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 | $47,228 | $111,814-57.8% | $103,378-54.3% | $145,978-67.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.97% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $3,000 | $4,215-28.8% | $3,870-22.5% | $4,662-35.6% |
| Participant deferral / active EE | $5,256 | $5,618-6.4% | $5,058+3.9% | $6,690-21.4% |
| Admin fee / account holder | $258 | $9,764-97.4% | $8,401-96.9% | $13,400-98.1% |