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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 | $86,206 | $176,105-51.0% | $159,474-45.9% | $167,536-48.5% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.26% | 331.91%-320.7pp | 263.68%-252.4pp | 478.82%-467.6pp |
| Employer contribution / active EE | $3,000 | $5,299-43.4% | $4,831-37.9% | $4,839-38.0% |
| Participant deferral / active EE | $14,986 | $7,751+93.3% | $7,353+103.8% | $6,342+136.3% |
| Admin fee / account holder | $20 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |