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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 | $91,509 | $165,381-44.7% | $149,730-38.9% | $158,966-42.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.05% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.9pp |
| Employer contribution / active EE | $1,401 | $5,104-72.6% | $4,645-69.9% | $4,762-70.6% |
| Participant deferral / active EE | $7,530 | $7,182+4.8% | $6,843+10.0% | $5,983+25.9% |
| Admin fee / account holder | $18 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |