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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 | $114,575 | $178,174-35.7% | $156,181-26.6% | $137,256-16.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.95% | 84.19%-64.2pp | 64.87%-44.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,496 | $4,972-69.9% | $4,294-65.2% | $4,156-64.0% |
| Participant deferral / active EE | $8,879 | $6,888+28.9% | $6,132+44.8% | $6,407+38.6% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |