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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 | $111,679 | $201,344-44.5% | $184,243-39.4% | $145,877-23.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.21% | 29.01%-5.8pp | 28.82%-5.6pp | 551.28%-528.1pp |
| Employer contribution / active EE | $3,527 | $7,022-49.8% | $6,427-45.1% | $4,663-24.4% |
| Participant deferral / active EE | $10,380 | $9,807+5.8% | $9,132+13.7% | $6,691+55.1% |
| Admin fee / account holder | $19 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |