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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 | $52,077 | $99,652-47.7% | $78,778-33.9% | $147,586-64.7% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 14.29% | 47.28%-33.0pp | 35.62%-21.3pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,915 | $2,796-31.5% | $1,986-3.5% | $4,876-60.7% |
| Participant deferral / active EE | $4,235 | $3,664+15.6% | $2,958+43.2% | $5,439-22.1% |
| Admin fee / account holder | $71 | $7,155-99.0% | $5,134-98.6% | $10,886-99.4% |