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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 | $76,908 | $89,367-13.9% | $141,191-45.5% | $72,975+5.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.14% | 111.87%-87.7pp | 71.41%-47.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $2,270 | $3,115-27.1% | $4,736-52.1% | $2,440-7.0% |
| Participant deferral / active EE | $7,715 | $5,419+42.4% | $6,710+15.0% | $3,608+113.8% |
| Admin fee / account holder | $299 | $5,957-95.0% | $10,264-97.1% | $5,124-94.2% |