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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 | $95,585 | $201,370-52.5% | $184,256-48.1% | $145,897-34.5% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 15.24% | 29.05%-13.8pp | 28.85%-13.6pp | 552.29%-537.1pp |
| Employer contribution / active EE | $4,577 | $7,024-34.8% | $6,427-28.8% | $4,663-1.8% |
| Participant deferral / active EE | $12,125 | $9,808+23.6% | $9,133+32.8% | $6,689+81.3% |
| Admin fee / account holder | $19 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |