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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 | $49,694 | $132,634-62.5% | $115,768-57.1% | $137,256-63.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.04% | 160.70%-146.7pp | 100.46%-86.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,422 | $3,360-27.9% | $2,940-17.6% | $4,156-41.7% |
| Participant deferral / active EE | $5,740 | $5,619+2.2% | $4,917+16.7% | $6,407-10.4% |
| Admin fee / account holder | $8 | $15,028-99.9% | $12,439-99.9% | $12,270-99.9% |