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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 | $47,598 | $176,105-73.0% | $159,474-70.2% | $167,536-71.6% |
| Participation rate | 90.9% | 85.0%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 16.62% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $1,596 | $5,299-69.9% | $4,831-67.0% | $4,839-67.0% |
| Participant deferral / active EE | $7,057 | $7,751-9.0% | $7,353-4.0% | $6,342+11.3% |
| Admin fee / account holder | $28 | $12,559-99.8% | $10,802-99.7% | $12,315-99.8% |