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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 | $115,997 | $175,259-33.8% | $149,723-22.5% | $139,487-16.8% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 20.67% | 166.82%-146.2pp | 134.50%-113.8pp | 373.84%-353.2pp |
| Employer contribution / active EE | $1,978 | $5,478-63.9% | $4,821-59.0% | $4,755-58.4% |
| Participant deferral / active EE | $8,764 | $6,522+34.4% | $5,682+54.2% | $6,713+30.6% |
| Admin fee / account holder | $48 | $16,158-99.7% | $13,215-99.6% | $11,407-99.6% |