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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 | $64,976 | $209,428-69.0% | $178,498-63.6% | $158,950-59.1% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 14.94% | 188.78%-173.8pp | 151.09%-136.2pp | 302.91%-288.0pp |
| Employer contribution / active EE | $1,484 | $5,707-74.0% | $5,011-70.4% | $4,762-68.8% |
| Participant deferral / active EE | $4,173 | $5,955-29.9% | $5,202-19.8% | $5,983-30.3% |
| Admin fee / account holder | $31 | $17,077-99.8% | $13,985-99.8% | $11,248-99.7% |