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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 | $46,351 | $111,814-58.5% | $103,374-55.2% | $145,959-68.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 13.33% | 24.77%-11.4pp | 24.89%-11.6pp | 561.95%-548.6pp |
| Employer contribution / active EE | $10,440 | $4,214+147.8% | $3,869+169.8% | $4,661+124.0% |
| Participant deferral / active EE | $8,436 | $5,618+50.2% | $5,058+66.8% | $6,689+26.1% |
| Admin fee / account holder | $259 | $9,754-97.3% | $8,394-96.9% | $13,398-98.1% |