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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 | $49,241 | $183,592-73.2% | $155,567-68.3% | $145,959-66.3% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.37% | 61.24%-45.9pp | 64.74%-49.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $4,326 | $5,315-18.6% | $4,674-7.4% | $4,661-7.2% |
| Participant deferral / active EE | $4,112 | $6,464-36.4% | $5,628-26.9% | $6,689-38.5% |
| Admin fee / account holder | $186 | $19,318-99.0% | $15,916-98.8% | $13,398-98.6% |