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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 | $49,849 | $99,652-50.0% | $78,778-36.7% | $147,586-66.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 19.78% | 47.28%-27.5pp | 35.62%-15.8pp | 578.59%-558.8pp |
| Employer contribution / active EE | $6,888 | $2,796+146.4% | $1,986+246.9% | $4,876+41.3% |
| Participant deferral / active EE | $6,247 | $3,664+70.5% | $2,958+111.2% | $5,439+14.9% |
| Admin fee / account holder | $173 | $7,155-97.6% | $5,134-96.6% | $10,886-98.4% |