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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 | $41,609 | $176,120-76.4% | $159,487-73.9% | $167,553-75.2% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 31.00% | 331.95%-300.9pp | 263.71%-232.7pp | 478.89%-447.9pp |
| Employer contribution / active EE | $3,934 | $5,299-25.8% | $4,831-18.6% | $4,840-18.7% |
| Participant deferral / active EE | $9,338 | $7,752+20.5% | $7,354+27.0% | $6,343+47.2% |
| Admin fee / account holder | $17 | $12,561-99.9% | $10,804-99.8% | $12,316-99.9% |