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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 | $22,760 | $111,535-79.6% | $105,223-78.4% | $137,256-83.4% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 25.04% | 237.85%-212.8pp | 180.65%-155.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,456 | $3,939-37.6% | $3,689-33.4% | $4,156-40.9% |
| Participant deferral / active EE | $6,090 | $5,500+10.7% | $5,072+20.1% | $6,407-4.9% |
| Admin fee / account holder | $164 | $9,721-98.3% | $8,859-98.1% | $12,270-98.7% |