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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 | $32,791 | $175,231-81.3% | $149,696-78.1% | $139,466-76.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 20.39% | 166.77%-146.4pp | 134.46%-114.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,727 | $5,478-68.5% | $4,821-64.2% | $4,754-63.7% |
| Participant deferral / active EE | $5,935 | $6,521-9.0% | $5,682+4.4% | $6,712-11.6% |
| Admin fee / account holder | $9 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |