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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 | $52,530 | $64,359-18.4% | $90,161-41.7% | $70,126-25.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.50% | 28.13%-5.6pp | 34.89%-12.4pp | 73.15%-50.6pp |
| Employer contribution / active EE | $9,598 | $2,046+369.2% | $3,318+189.3% | $2,343+309.7% |
| Participant deferral / active EE | $3,501 | $4,389-20.2% | $5,287-33.8% | $3,332+5.1% |
| Admin fee / account holder | $8 | $3,945-99.8% | $5,943-99.9% | $4,645-99.8% |