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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 | $91,438 | $154,228-40.7% | $145,433-37.1% | $137,256-33.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.95% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $3,750 | $4,804-21.9% | $4,554-17.7% | $4,156-9.8% |
| Participant deferral / active EE | $16,500 | $8,216+100.8% | $7,897+108.9% | $6,407+157.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |