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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 | $58,041 | $209,425-72.3% | $178,499-67.5% | $158,966-63.5% |
| Participation rate | 95.0% | 86.4%+8.6pp | 81.9%+13.1pp | 82.0%+13.0pp |
| Annual return | 28.74% | 188.80%-160.1pp | 151.10%-122.4pp | 302.95%-274.2pp |
| Employer contribution / active EE | $4,817 | $5,707-15.6% | $5,011-3.9% | $4,762+1.1% |
| Participant deferral / active EE | $4,676 | $5,955-21.5% | $5,202-10.1% | $5,983-21.8% |
| Admin fee / account holder | $137 | $17,078-99.2% | $13,986-99.0% | $11,250-98.8% |