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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 | $38,307 | $114,119-66.4% | $107,187-64.3% | $138,895-72.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.75% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,881 | $4,059-29.0% | $3,782-23.8% | $4,194-31.3% |
| Participant deferral / active EE | $7,765 | $5,538+40.2% | $5,096+52.4% | $6,396+21.4% |
| Admin fee / account holder | $165 | $10,024-98.4% | $9,162-98.2% | $12,562-98.7% |