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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 | $126,652 | $201,344-37.1% | $184,243-31.3% | $145,877-13.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.77% | 29.01%-9.2pp | 28.82%-9.1pp | 551.28%-531.5pp |
| Employer contribution / active EE | $1,864 | $7,022-73.5% | $6,427-71.0% | $4,663-60.0% |
| Participant deferral / active EE | $10,222 | $9,807+4.2% | $9,132+11.9% | $6,691+52.8% |
| Admin fee / account holder | $17 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |