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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 | $117,090 | $198,457-41.0% | $170,435-31.3% | $147,586-20.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 14.25% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $2,253 | $6,183-63.6% | $5,432-58.5% | $4,876-53.8% |
| Participant deferral / active EE | $6,335 | $5,629+12.5% | $4,939+28.3% | $5,439+16.5% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |