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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 | $36,038 | $105,856-66.0% | $90,161-60.0% | $147,586-75.6% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 58.48% | 37.63%+20.8pp | 34.89%+23.6pp | 578.59%-520.1pp |
| Employer contribution / active EE | $2,767 | $4,126-33.0% | $3,318-16.6% | $4,876-43.3% |
| Participant deferral / active EE | $7,125 | $5,733+24.3% | $5,287+34.8% | $5,439+31.0% |
| Admin fee / account holder | $10 | $8,046-99.9% | $5,943-99.8% | $10,886-99.9% |