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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 | $76,244 | $114,119-33.2% | $107,187-28.9% | $138,895-45.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.14% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,302 | $4,059-43.3% | $3,782-39.1% | $4,194-45.1% |
| Participant deferral / active EE | $14,731 | $5,538+166.0% | $5,096+189.1% | $6,396+130.3% |
| Admin fee / account holder | $28 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |