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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 | $52,547 | $165,381-68.2% | $149,730-64.9% | $158,966-66.9% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 30.39% | 348.29%-317.9pp | 276.70%-246.3pp | 302.95%-272.6pp |
| Employer contribution / active EE | $2,519 | $5,104-50.6% | $4,645-45.8% | $4,762-47.1% |
| Participant deferral / active EE | $6,829 | $7,182-4.9% | $6,843-0.2% | $5,983+14.1% |
| Admin fee / account holder | $285 | $10,809-97.4% | $9,310-96.9% | $11,250-97.5% |