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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 | $87,119 | $91,179-4.5% | $178,499-51.2% | $79,852+9.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.89% | 24.19%-8.3pp | 151.10%-135.2pp | 31.72%-15.8pp |
| Employer contribution / active EE | $3,764 | $3,256+15.6% | $5,011-24.9% | $2,471+52.3% |
| Participant deferral / active EE | $4,491 | $3,236+38.8% | $5,202-13.7% | $3,740+20.1% |
| Admin fee / account holder | $36 | $6,749-99.5% | $13,986-99.7% | $5,306-99.3% |