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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 | $88,022 | $201,344-56.3% | $184,243-52.2% | $145,877-39.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 18.24% | 29.01%-10.8pp | 28.82%-10.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $4,063 | $7,022-42.1% | $6,427-36.8% | $4,663-12.9% |
| Participant deferral / active EE | $11,224 | $9,807+14.5% | $9,132+22.9% | $6,691+67.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |