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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 | $81,237 | $115,780-29.8% | $101,255-19.8% | $158,931-48.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.75% | 56.14%-37.4pp | 46.48%-27.7pp | 302.86%-284.1pp |
| Employer contribution / active EE | $1,465 | $4,175-64.9% | $3,660-60.0% | $4,761-69.2% |
| Participant deferral / active EE | $2,880 | $4,958-41.9% | $4,370-34.1% | $5,982-51.9% |
| Admin fee / account holder | $3 | $7,246-100.0% | $5,946-100.0% | $11,247-100.0% |