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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 | $33,365 | $90,509-63.1% | $78,693-57.6% | $273,968-87.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.76% | 75.61%-67.9pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $6,448 | $3,175+103.1% | $2,850+126.3% | $4,869+32.4% |
| Participant deferral / active EE | $5,704 | $3,901+46.2% | $3,517+62.2% | $5,287+7.9% |
| Admin fee / account holder | $174 | $5,264-96.7% | $4,511-96.1% | $10,132-98.3% |