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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 | $85,386 | $97,750-12.6% | $103,464-17.5% | $145,959-41.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.14% | 25.43%-12.3pp | 23.91%-10.8pp | 561.95%-548.8pp |
| Employer contribution / active EE | $5,717 | $4,685+22.0% | $4,677+22.2% | $4,661+22.7% |
| Participant deferral / active EE | $2,042 | $6,603-69.1% | $6,624-69.2% | $6,689-69.5% |
| Admin fee / account holder | $81 | $12,515-99.4% | $9,410-99.1% | $13,398-99.4% |