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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 | $68,630 | $165,399-58.5% | $149,745-54.2% | $158,982-56.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 22.26% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.7pp |
| Employer contribution / active EE | $3,424 | $5,105-32.9% | $4,646-26.3% | $4,763-28.1% |
| Participant deferral / active EE | $12,611 | $7,183+75.6% | $6,843+84.3% | $5,983+110.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |