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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 | $55,974 | $93,598-40.2% | $135,974-58.8% | $75,173-25.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.33% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $3,521 | $3,538-0.5% | $4,859-27.5% | $2,671+31.8% |
| Participant deferral / active EE | $6,139 | $6,405-4.2% | $7,760-20.9% | $4,126+48.8% |
| Admin fee / account holder | $195 | $6,978-97.2% | $10,767-98.2% | $5,651-96.5% |