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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 | $59,896 | $178,174-66.4% | $156,181-61.6% | $137,256-56.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.36% | 84.19%-62.8pp | 64.87%-43.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,883 | $4,972-21.9% | $4,294-9.6% | $4,156-6.6% |
| Participant deferral / active EE | $5,913 | $6,888-14.2% | $6,132-3.6% | $6,407-7.7% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |