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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 | $109,037 | $156,616-30.4% | $133,346-18.2% | $198,609-45.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 14.96% | 44.25%-29.3pp | 36.85%-21.9pp | 202.70%-187.7pp |
| Employer contribution / active EE | $3,050 | $3,368-9.4% | $2,853+6.9% | $5,055-39.7% |
| Participant deferral / active EE | $2,808 | $4,920-42.9% | $4,332-35.2% | $6,977-59.8% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |