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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 | $107,917 | $152,592-29.3% | $125,180-13.8% | $152,885-29.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 26.98% | 54.84%-27.9pp | 43.79%-16.8pp | 345.39%-318.4pp |
| Employer contribution / active EE | $3,090 | $4,947-37.5% | $3,866-20.1% | $4,763-35.1% |
| Participant deferral / active EE | $13,737 | $5,868+134.1% | $4,937+178.2% | $5,851+134.8% |
| Admin fee / account holder | $31 | $13,435-99.8% | $9,703-99.7% | $11,598-99.7% |