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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 | $88,067 | $183,516-52.0% | $155,534-43.4% | $145,884-39.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 33.23% | 61.43%-28.2pp | 64.92%-31.7pp | 551.85%-518.6pp |
| Employer contribution / active EE | $1,644 | $5,315-69.1% | $4,675-64.8% | $4,662-64.7% |
| Participant deferral / active EE | $4,505 | $6,467-30.3% | $5,630-20.0% | $6,690-32.7% |
| Admin fee / account holder | $117 | $19,293-99.4% | $15,900-99.3% | $13,392-99.1% |