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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 | $121,498 | $211,224-42.5% | $178,505-31.9% | $145,897-16.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.44% | 30.28%-6.8pp | 27.16%-3.7pp | 552.29%-528.9pp |
| Employer contribution / active EE | $5,347 | $4,577+16.8% | $3,955+35.2% | $4,663+14.7% |
| Participant deferral / active EE | $13,618 | $6,966+95.5% | $6,280+116.8% | $6,689+103.6% |
| Admin fee / account holder | $31 | $12,109-99.7% | $10,428-99.7% | $13,390-99.8% |