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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 | $88,826 | $154,228-42.4% | $145,433-38.9% | $137,256-35.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.45% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,000 | $4,804-37.6% | $4,554-34.1% | $4,156-27.8% |
| Participant deferral / active EE | $23,500 | $8,216+186.0% | $7,897+197.6% | $6,407+266.8% |
| Admin fee / account holder | $268 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |