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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 | $79,067 | $114,119-30.7% | $107,187-26.2% | $138,895-43.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 19.28% | 273.21%-253.9pp | 204.55%-185.3pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,935 | $4,059-52.3% | $3,782-48.8% | $4,194-53.9% |
| Participant deferral / active EE | $2,779 | $5,538-49.8% | $5,096-45.5% | $6,396-56.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |