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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 | $65,993 | $162,812-59.5% | $133,971-50.7% | $158,966-58.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.99% | 41.94%-26.9pp | 45.09%-30.1pp | 302.95%-288.0pp |
| Employer contribution / active EE | $10,728 | $4,976+115.6% | $3,919+173.8% | $4,762+125.3% |
| Participant deferral / active EE | $10,147 | $5,910+71.7% | $5,047+101.1% | $5,983+69.6% |
| Admin fee / account holder | $261 | $11,741-97.8% | $8,929-97.1% | $11,250-97.7% |