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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 | $70,014 | $148,623-52.9% | $135,974-48.5% | $139,466-49.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.35% | 79.30%-56.9pp | 68.30%-46.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $3,449 | $5,246-34.3% | $4,859-29.0% | $4,754-27.5% |
| Participant deferral / active EE | $5,613 | $8,103-30.7% | $7,760-27.7% | $6,712-16.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |