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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 | $62,774 | $116,203-46.0% | $93,621-32.9% | $152,909-58.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 18.31% | 35.96%-17.7pp | 32.76%-14.4pp | 345.46%-327.2pp |
| Employer contribution / active EE | $16,418 | $3,219+410.0% | $2,719+503.9% | $4,764+244.6% |
| Participant deferral / active EE | $8,942 | $4,605+94.2% | $4,070+119.7% | $5,851+52.8% |
| Admin fee / account holder | $15 | $10,751-99.9% | $7,890-99.8% | $11,601-99.9% |