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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 | $73,608 | $176,838-58.4% | $146,685-49.8% | $167,518-56.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.61% | 24.04%-8.4pp | 22.75%-7.1pp | 478.71%-463.1pp |
| Employer contribution / active EE | $9,003 | $5,161+74.4% | $4,137+117.6% | $4,838+86.1% |
| Participant deferral / active EE | $2,364 | $6,441-63.3% | $5,507-57.1% | $6,342-62.7% |
| Admin fee / account holder | $300 | $13,262-97.7% | $10,281-97.1% | $12,312-97.6% |