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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 | $57,486 | $106,280-45.9% | $96,538-40.5% | $139,487-58.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.17% | 38.48%-18.3pp | 35.74%-15.6pp | 373.84%-353.7pp |
| Employer contribution / active EE | $3,920 | $4,107-4.6% | $3,740+4.8% | $4,755-17.6% |
| Participant deferral / active EE | $10,416 | $5,457+90.9% | $4,880+113.4% | $6,713+55.2% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |