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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 | $58,763 | $52,306+12.3% | $69,779-15.8% | $62,881-6.5% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 237.86% | 13.35%+224.5pp | 12.99%+224.9pp | 20.14%+217.7pp |
| Employer contribution / active EE | $1,160 | $1,799-35.5% | $2,338-50.4% | $2,281-49.1% |
| Participant deferral / active EE | $3,351 | $2,395+39.9% | $2,931+14.3% | $3,203+4.6% |
| Admin fee / account holder | $98 | $3,691-97.3% | $4,381-97.8% | $4,296-97.7% |