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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 | $72,489 | $90,486-19.9% | $78,676-7.9% | $273,972-73.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.66% | 75.62%-67.0pp | 62.19%-53.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $7,224 | $3,175+127.5% | $2,850+153.5% | $4,869+48.4% |
| Participant deferral / active EE | $6,612 | $3,901+69.5% | $3,517+88.0% | $5,287+25.1% |
| Admin fee / account holder | $27 | $5,263-99.5% | $4,510-99.4% | $10,133-99.7% |