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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 | $88,927 | $100,073-11.1% | $85,126+4.5% | $145,877-39.0% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 10.14% | 84.11%-74.0pp | 66.63%-56.5pp | 551.28%-541.1pp |
| Employer contribution / active EE | $2,602 | $3,236-19.6% | $2,731-4.7% | $4,663-44.2% |
| Participant deferral / active EE | $7,856 | $5,294+48.4% | $4,523+73.7% | $6,691+17.4% |
| Admin fee / account holder | $96 | $7,261-98.7% | $6,160-98.4% | $13,402-99.3% |