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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 | $66,125 | $197,603-66.5% | $177,827-62.8% | $158,950-58.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.20% | 58.76%-41.6pp | 48.32%-31.1pp | 302.91%-285.7pp |
| Employer contribution / active EE | $2,706 | $6,698-59.6% | $5,918-54.3% | $4,762-43.2% |
| Participant deferral / active EE | $7,273 | $8,404-13.5% | $7,713-5.7% | $5,983+21.6% |
| Admin fee / account holder | $36 | $15,402-99.8% | $12,429-99.7% | $11,248-99.7% |