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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 | $40,095 | $185,312-78.4% | $161,489-75.2% | $154,746-74.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.85% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,511 | $4,769-26.4% | $4,268-17.7% | $4,379-19.8% |
| Participant deferral / active EE | $11,955 | $6,350+88.3% | $5,630+112.4% | $6,730+77.6% |
| Admin fee / account holder | $156 | $18,654-99.2% | $16,006-99.0% | $14,365-98.9% |