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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 | $112,054 | $116,203-3.6% | $93,621+19.7% | $152,909-26.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 13.44% | 35.96%-22.5pp | 32.76%-19.3pp | 345.46%-332.0pp |
| Employer contribution / active EE | $4,222 | $3,219+31.1% | $2,719+55.3% | $4,764-11.4% |
| Participant deferral / active EE | $4,082 | $4,605-11.4% | $4,070+0.3% | $5,851-30.2% |
| Admin fee / account holder | $142 | $10,751-98.7% | $7,890-98.2% | $11,601-98.8% |