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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 | $102,095 | $208,088-50.9% | $186,193-45.2% | $154,746-34.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 14.07% | 89.97%-75.9pp | 78.03%-64.0pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,608 | $4,340-62.9% | $3,918-59.0% | $4,379-63.3% |
| Participant deferral / active EE | $11,750 | $7,078+66.0% | $6,513+80.4% | $6,730+74.6% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |