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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 | $81,448 | $110,337-26.2% | $102,383-20.4% | $145,877-44.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 14.85% | 24.83%-10.0pp | 24.94%-10.1pp | 551.28%-536.4pp |
| Employer contribution / active EE | $5,109 | $4,216+21.2% | $3,870+32.0% | $4,663+9.6% |
| Participant deferral / active EE | $7,807 | $5,621+38.9% | $5,060+54.3% | $6,691+16.7% |
| Admin fee / account holder | $151 | $9,750-98.5% | $8,391-98.2% | $13,402-98.9% |