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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 | $62,114 | $110,337-43.7% | $102,383-39.3% | $145,877-57.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.95% | 24.83%-9.9pp | 24.94%-10.0pp | 551.28%-536.3pp |
| Employer contribution / active EE | $4,000 | $4,216-5.1% | $3,870+3.4% | $4,663-14.2% |
| Participant deferral / active EE | $6,236 | $5,621+10.9% | $5,060+23.2% | $6,691-6.8% |
| Admin fee / account holder | $36 | $9,750-99.6% | $8,391-99.6% | $13,402-99.7% |