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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 | $55,583 | $183,592-69.7% | $155,574-64.3% | $145,877-61.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.36% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,411 | $5,317-54.6% | $4,676-48.4% | $4,663-48.3% |
| Participant deferral / active EE | $4,334 | $6,466-33.0% | $5,629-23.0% | $6,691-35.2% |
| Admin fee / account holder | $4 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |