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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 | $99,960 | $197,637-49.4% | $177,848-43.8% | $158,982-37.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.94% | 58.77%-35.8pp | 48.33%-25.4pp | 302.99%-280.0pp |
| Employer contribution / active EE | $4,264 | $6,698-36.3% | $5,919-28.0% | $4,763-10.5% |
| Participant deferral / active EE | $3,830 | $8,405-54.4% | $7,714-50.4% | $5,983-36.0% |
| Admin fee / account holder | $78 | $15,406-99.5% | $12,431-99.4% | $11,252-99.3% |