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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 | $81,439 | $154,159-47.2% | $130,026-37.4% | $139,456-41.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.40% | 32.50%-14.1pp | -137.26%+155.7pp | 373.45%-355.1pp |
| Employer contribution / active EE | $2,900 | $5,292-45.2% | $4,321-32.9% | $4,753-39.0% |
| Participant deferral / active EE | $22,500 | $6,710+235.3% | $5,821+286.6% | $6,711+235.3% |
| Admin fee / account holder | $249 | $14,001-98.2% | $10,608-97.7% | $11,407-97.8% |