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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 | $119,804 | $85,169+40.7% | $172,755-30.7% | $72,983+64.2% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 28.43% | 27.32%+1.1pp | 802.94%-774.5pp | 81.01%-52.6pp |
| Employer contribution / active EE | $1,475 | $3,324-55.6% | $5,144-71.3% | $2,440-39.5% |
| Participant deferral / active EE | $4,284 | $3,260+31.4% | $5,198-17.6% | $3,608+18.8% |
| Admin fee / account holder | $101 | $5,880-98.3% | $13,955-99.3% | $5,124-98.0% |