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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 | $14,971 | $106,280-85.9% | $96,538-84.5% | $139,487-89.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.41% | 38.48%-14.1pp | 35.74%-11.3pp | 373.84%-349.4pp |
| Employer contribution / active EE | $4,316 | $4,107+5.1% | $3,740+15.4% | $4,755-9.2% |
| Participant deferral / active EE | $4,040 | $5,457-26.0% | $4,880-17.2% | $6,713-39.8% |
| Admin fee / account holder | $94 | $7,888-98.8% | $6,737-98.6% | $11,407-99.2% |