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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 | $52,032 | $176,105-70.5% | $159,474-67.4% | $167,536-68.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.96% | 331.91%-318.9pp | 263.68%-250.7pp | 478.82%-465.9pp |
| Employer contribution / active EE | $4,414 | $5,299-16.7% | $4,831-8.6% | $4,839-8.8% |
| Participant deferral / active EE | $3,102 | $7,751-60.0% | $7,353-57.8% | $6,342-51.1% |
| Admin fee / account holder | $5 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |