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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 | $75,813 | $140,944-46.2% | $112,236-32.5% | $139,427-45.6% |
| Participation rate | 86.7% | 79.2%+7.5pp | 72.4%+14.2pp | 80.3%+6.3pp |
| Annual return | 21.68% | 32.71%-11.0pp | 30.20%-8.5pp | 373.27%-351.6pp |
| Employer contribution / active EE | $9,935 | $4,285+131.9% | $3,431+189.5% | $4,752+109.1% |
| Participant deferral / active EE | $8,813 | $5,876+50.0% | $4,799+83.7% | $6,711+31.3% |
| Admin fee / account holder | $95 | $9,954-99.0% | $7,749-98.8% | $11,404-99.2% |