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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 | $61,571 | $133,981-54.0% | $112,249-45.1% | $134,532-54.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 12.31% | 47.16%-34.8pp | 27.48%-15.2pp | 418.27%-406.0pp |
| Employer contribution / active EE | $5,193 | $4,040+28.5% | $3,636+42.8% | $4,741+9.5% |
| Participant deferral / active EE | $5,326 | $5,292+0.6% | $4,729+12.6% | $6,401-16.8% |
| Admin fee / account holder | $78 | $7,492-99.0% | $6,412-98.8% | $11,429-99.3% |