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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 | $22,072 | $55,889-60.5% | $76,119-71.0% | $80,935-72.7% |
| Participation rate | 89.7% | 62.1%+27.6pp | 69.1%+20.6pp | 67.7%+22.0pp |
| Annual return | 20.34% | 20.58%-0.2pp | 361.25%-340.9pp | 35.66%-15.3pp |
| Employer contribution / active EE | $2,601 | $1,866+39.4% | $2,693-3.4% | $2,757-5.6% |
| Participant deferral / active EE | $5,969 | $3,051+95.6% | $4,259+40.1% | $4,299+38.8% |
| Admin fee / account holder | $150 | $5,241-97.1% | $6,421-97.7% | $6,924-97.8% |