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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 | $114,589 | $183,592-37.6% | $155,567-26.3% | $145,959-21.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.00% | 61.24%-20.2pp | 64.74%-23.7pp | 561.95%-520.9pp |
| Employer contribution / active EE | $1,254 | $5,315-76.4% | $4,674-73.2% | $4,661-73.1% |
| Participant deferral / active EE | $5,777 | $6,464-10.6% | $5,628+2.6% | $6,689-13.6% |
| Admin fee / account holder | $204 | $19,318-98.9% | $15,916-98.7% | $13,398-98.5% |