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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 | $32,975 | $183,627-82.0% | $155,602-78.8% | $145,978-77.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.74% | 61.32%-49.6pp | 64.81%-53.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $6,877 | $5,316+29.4% | $4,675+47.1% | $4,662+47.5% |
| Participant deferral / active EE | $9,196 | $6,466+42.2% | $5,629+63.4% | $6,690+37.5% |
| Admin fee / account holder | $106 | $19,327-99.5% | $15,923-99.3% | $13,400-99.2% |