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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 | $68,178 | $85,060-19.8% | $70,548-3.4% | $139,456-51.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.45% | 30.38%-8.9pp | 32.78%-11.3pp | 373.45%-352.0pp |
| Employer contribution / active EE | $13,331 | $3,911+240.9% | $2,975+348.1% | $4,753+180.5% |
| Participant deferral / active EE | $7,375 | $5,890+25.2% | $4,567+61.5% | $6,711+9.9% |
| Admin fee / account holder | $17 | $8,925-99.8% | $6,424-99.7% | $11,407-99.8% |