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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 | $44,263 | $56,200-21.2% | $67,653-34.6% | $59,633-25.8% |
| Participation rate | 95.1% | 71.5%+23.7pp | 75.7%+19.5pp | 68.7%+26.5pp |
| Annual return | 5.10% | 18506.71%-18501.6pp | 6625.22%-6620.1pp | 2041.40%-2036.3pp |
| Employer contribution / active EE | $2,336 | $1,615+44.7% | $2,266+3.1% | $2,203+6.1% |
| Participant deferral / active EE | $6,615 | $2,843+132.6% | $3,560+85.8% | $3,192+107.3% |
| Admin fee / account holder | $3 | $3,959-99.9% | $4,821-99.9% | $4,297-99.9% |