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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 | $96,061 | $176,402-45.5% | $134,162-28.4% | $158,982-39.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.87% | 63.66%-58.8pp | 36.35%-31.5pp | 302.99%-298.1pp |
| Employer contribution / active EE | $5,580 | $5,042+10.7% | $3,705+50.6% | $4,763+17.2% |
| Participant deferral / active EE | $13,000 | $4,093+217.6% | $3,500+271.5% | $5,983+117.3% |
| Admin fee / account holder | $149 | $8,719-98.3% | $6,685-97.8% | $11,252-98.7% |