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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 | $112,571 | $103,393+8.9% | $87,103+29.2% | $152,909-26.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.28% | 28.10%-7.8pp | 28.19%-7.9pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,544 | $3,221-52.1% | $2,521-38.8% | $4,764-67.6% |
| Participant deferral / active EE | $4,391 | $4,778-8.1% | $4,049+8.4% | $5,851-25.0% |
| Admin fee / account holder | $18 | $12,195-99.8% | $7,491-99.8% | $11,601-99.8% |