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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 | $70,488 | $63,703+10.7% | $93,063-24.3% | $82,448-14.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 32.92% | -775.43%+808.3pp | 34.15%-1.2pp | 41.64%-8.7pp |
| Employer contribution / active EE | $5,709 | $1,729+230.3% | $2,476+130.6% | $2,551+123.8% |
| Participant deferral / active EE | $4,739 | $2,919+62.3% | $3,958+19.7% | $4,139+14.5% |
| Admin fee / account holder | $270 | $5,982-95.5% | $6,033-95.5% | $7,234-96.3% |