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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 | $12,437 | $106,247-88.3% | $96,515-87.1% | $139,466-91.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.59% | 38.47%-14.9pp | 35.73%-12.1pp | 373.66%-350.1pp |
| Employer contribution / active EE | $4,779 | $4,106+16.4% | $3,740+27.8% | $4,754+0.5% |
| Participant deferral / active EE | $3,821 | $5,456-30.0% | $4,880-21.7% | $6,712-43.1% |
| Admin fee / account holder | $159 | $7,885-98.0% | $6,735-97.6% | $11,409-98.6% |